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Michael Coates

Financial Advisor

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 and Certifications

  • CERTIFIED FINANCIAL PLANNERTM (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.

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.

“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, Allworth Financial Advisor

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FEATURED:

10 Steps to Ensure a Fulfilling Retirement and Lasting Legacy

Oftentimes, retirement planning focuses too much solely on the financial components. Discover how to create a retirement that’s also purpose driven and emotionally rewarding.

More About Michael:

About Allworth

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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% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9