Michael Coates

Financial Advisor

CFP®

Cincinnati native Michael Coates is a CERTIFIED FINANCIAL PLANNER™ with more than a decade of financial sector experience. The holder of a Bachelor of Arts degree from Northern Kentucky University, Michael lives with his wife and six children in Kennedy Heights, Ohio.

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • BA, Northern Kentucky University

Many of the clients I work with choose me because I’m a collaborative financial partner during the later years of their careers. When you’re in the final era of your work life, you need an equitable relationship with your financial advisor, so you feel empowered to make educated decisions that set you up for lasting financial success. 

If you’re feeling uncertain about how to prioritize your goals, I’ll help to develop a path to get you to retirement in the most efficient way possible. My job is to show you how to enjoy your money while leaving a financial legacy for your children.

Both of my parents were nurses before a car accident left my mother unable to work. That changed how my family thought about and handled money. They didn’t always make the best financial decisions, and that experience helped me realize that many people simply don’t have the right education around money. 

Now, I get to help you understand how money can support you in the most efficient way possible. No matter what financial decisions you’ve made in the past, I’m here to show you how to turn your retirement vision into reality.
Michael Coates
It’s truly rewarding when everything clicks for one of my clients. They realize that the money they’ve worked for their entire lives is there to help them live on their own terms without being bound by someone else’ constraints.
Michael Coates, Financial Advisor

Latest Insights

The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more