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.

Education & Certifications

CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
BA, Northern Kentucky University

Who I Best Work With

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.

What Guides My Approach

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.

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

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Designing an income strategy for a comfortable retirement

Allworth financial advisor Michael Coates, CFP®, explains how retirees can design an income strategy that balances taxes, spending, and long-term …

How to find passion and purpose in retirement

Allworth financial advisor Michael Coates, CFP®, discusses how retirees can find passion and purpose in their next chapter by exploring meaningful …

Roth conversions: A smart strategy for future tax-free income

Allworth financial advisor Michael Coates, CFP®, explains how Roth conversions can create tax-free income in retirement, providing financial …

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Michael Coates

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About Allworth