Fiduciary Financial Advice.

Tailored to Your Family.
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who we help WHO WE SERVE

We advise a limited number of families on their important financial decisions. Whatever financial goals you have for your family or family business, we help you navigate the challenges and design a tailored strategy to provide you with peace of mind.

Our Mission: For you to spend more time doing what you love with the people you love.

who we are WHO WE ARE

Dakota Coast Capital is a boutique, fee-only registered investment advisor based in Malvern, PA.

We provide financial planning, investment advisory, and wealth management services primarily to families in Chester County and across the greater Philadelphia area.
who we help

WHO WE SERVE

We advise a limited number of families on their important financial decisions. Whatever financial goals you have for your family or family business, we help you navigate the challenges and design a tailored strategy to provide you with peace of mind.

Our Mission: For you to spend more time doing what you love with the people you love.

who we are

WHO WE ARE

Dakota Coast Capital is a boutique, fee-only registered investment advisor based in Malvern, PA.
We provide financial planning, investment advisory, and wealth management services primarily to families in Chester County and across the greater Philadelphia area.

Learn more about our firm

WHAT WE OFFER

Financial Planning

With your long-term goals as our guide, we work collaboratively with you to design, execute, and monitor a comprehensive financial plan tailored to your personal situation. Our fiduciary advice offers options and helps you balance financial tradeoffs and avoid potential pitfalls.

Investment Advisory

Our investment strategy focuses on what we can control and is designed to maximize the probability of reaching your financial goals. We build strategic portfolios driven by financial science to efficiently balance risk and return over the long term.

Wealth Management

The wealth management offering includes all the benefits in the financial planning and investment advisory packages, while layering on additional planning services specific to the complexity of your situation. Multi-generational and legacy planning, family business strategy consulting, and extensive collaboration with outside experts (accountants or estate lawyers, for example) are all included.

Where Will Your Financial Path Lead?

DC Insights is a collection of resources geared at informing your family’s business decisions and building your family’s financial life. Discover crafted articles, curated content, impactful charts, and interesting data. The information platform complements the advisory services we offer at Dakota Coast Capital and better assists our clients in facing their financial challenges.

dakota coast insights
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Do You Need a Fresh Perspective?

We offer complimentary initial consultations and second opinions. Let's Talk