Headquarters:

Bluffton, SC

Year founded:

2025

Number of employees:

Phone:

843 379 1300

Email:

info@coastlinecw.com

Website:

coastlinecw.com

LinkedIn:

linkedin.com/company/aviance-capital-partners

“We hear time and time again from defence counsel and mediators that our lawyers and their files are the most prepared for mediations and pre-trials. That reputation matters when it comes to achieving top settlements” 

Brenda Hollingsworth, Auger Hollingsworth Accident & Injury Lawyers

Brandon M. Cox

Founder/Owner

Michael Fowler

Director

Brenda Vellia

Client Relationship Manager

Leadership

Brandon M. Cox founded Coastline Complete Wealth to serve clients better as a pure fiduciary, removing commission-based conflicts of interest. Since beginning his financial career in 2010, his focus has been on optimizing the client experience. He is a CFP® professional and a Certified Financial Fiduciary®. Originally from Indiana, Cox now embraces the Lowcountry coastal lifestyle. When he’s not cheering on his two daughters at their volleyball games, he is usually out on the boat with his family, enjoying the coastal life.

Founder/Owner

Brandon M. Cox

Jordan Bryant is a North Carolina native who graduated with a bachelor’s degree in Trust and Wealth Management from Campbell University, focusing on estate administration, financial planning, and portfolio management. After relocating to Savannah in 2017, he gained valuable industry experience at major financial institutions before joining Coastline Complete Wealth. Away from the office, Bryant loves exploring the barrier islands around Savannah, spending time on the water, reading, and enjoying quality time with his family and friends.

Financial Advisor

Jordan Bryant

With nearly 20 years of financial services experience, Brenda Vellia delivers an exceptional level of proactive client service. She previously worked alongside Brandon at a national firm, where she frequently mentored her peers. Today, Vellia's passion and dedication make her an invaluable asset to the Coastline Complete Wealth team. Outside the office, Vellia and her husband, Lou, love traveling to new places. At home, she enjoys reading, horseback riding, and relaxing on her back deck with their dog, Abby, whom they’ve brilliantly trained to bring them sticks whenever they build a fire.

Client Relationship Manager

Brenda Vellia

Jordan Bryant

Financial Advisor

With 20 years of experience at Acorn Financial Services, Michael Fowler has developed a comprehensive understanding of the firm’s operations through a variety of leadership roles. Currently serving as director of estate services and compliance, he focuses on maintaining rigorous standards of oversight and ensuring the seamless delivery of complex client services. A graduate of George Mason University, Fowler also holds a Master’s in Sports Analytics and Management from American University. This academic background provides him with a structured, data-informed approach to management and strategic planning – skills that translate effectively into his daily professional responsibilities and the oversight of firm compliance. After many years in the Virginia area, Fowler and his family relocated to the Philadelphia suburbs, where they currently reside. Outside of his professional life, he is a dedicated family man.

Director

Michael Fowler

Cindy Flores

Client Service Manager

Cindy Flores is client service manager at Acorn Financial Services, where she has built a reputation for precision, reliability, and exceptional client care. Functioning as a vital bridge between the financial advisory team and the daily needs of Acorn’s clients, she ensures every interaction is handled with meticulous attention to detail and proactive follow-through. A graduate of George Mason University with a degree in Business Management and a minor in Information Technology, she uniquely blends leadership principles with modern tech solutions to streamline the client experience. With an established tenure at the Acorn team, she remains dedicated to fostering long-term relationships rooted in trust and operational excellence. When she isn’t busy fostering long-term client relationships, Flores can be found exploring local hiking trails or scouting out the area’s best hidden restaurants.

Client Service Manager

Cindy Flores

Coastline Complete Wealth LLC is a premier, independent Registered Investment Advisor (RIA) headquartered in Bluffton, SC. Built upon a steadfast commitment to the pure fiduciary standard, the firm provides comprehensive wealth management, proactive tax planning, and customized income strategies tailored specifically for individuals and families navigating or approaching retirement. Led by founder Brandon M. Cox, a Certified Financial Planner™ and Certified Financial Fiduciary®, Coastline Complete Wealth operates under a strict fee-only business model. By entirely eliminating commission-based broker-dealer alignments, the firm ensures that every financial recommendation is completely transparent, objective, and aligned solely with the client’s best interests. Specializing in the unique needs of the Lowcountry community, the firm blends sophisticated financial architecture with deeply personalized service. From detailed retirement income modeling to forward-looking tax mitigation strategies, Coastline Complete Wealth empowers clients to preserve their wealth, optimize their legacy, and move forward into their next chapter with absolute financial confidence.

“We have created an entire system of educational materials to accompany our clients as their cases advance. Working to minimize the stress and uncertainty caused by litigation allows clients to focus on the hard work of rehab and adaptation” 

Brenda Hollingsworth, Auger Hollingsworth Accident & Injury Lawyers

Maryellen Bagley

Senior Tax Advisor

Justin Souder

Lead Wealth Advisor

Michael Wakeham

Wealth Advisor

Liane Brown

Partner

Maryellen Bagley brings nearly five decades of public accounting excellence to the Acorn team. As resident authority on tax research, she serves as a vital resource for complex accounting and taxation issues, providing high-level guidance for individuals and small businesses alike. While her expertise spans multiple sectors, she specializes in proactive tax planning and preparation for small business owners. Bagley’s dual focus on technical research and hands-on bookkeeping ensures that Acorn’s clients receive both big-picture strategy and meticulous attention to detail. A proud alumna of Pennsylvania State University (BS in Accounting), she also holds a Master of Science in Taxation from Robert Morris University. Before joining Acorn, she honed her skills at a respected Oakton firm and a premier practice in McLean.

Senior Tax Advisor

Maryellen Bagley

Serving as lead wealth advisor, Justin Souder provides strategic oversight to the core advisory team while partnering with families to navigate their long-term financial journeys. A graduate of the University of Maryland’s Robert H. Smith School of Business, Souder double majored in finance and information systems and was a member of the Banking and Private Wealth Management Fellows program. Over his eight-year history with the firm, he has leveraged this technical foundation, Series 65 license, and deep institutional knowledge to deliver sophisticated, comprehensive planning solutions for his clients. A resident of Arlington, Souder is an avid (albeit struggling) golfer and a loyal supporter of his alma mater, the Maryland Terrapins, along with the other local sports teams. He frequently explores Washington, DC, enjoying the city’s historic architecture and vibrant atmosphere. Above all, Souder values time spent with his family, particularly his four nieces and nephews, who remain a central part of his life outside of his leadership responsibilities at the firm.

Lead Wealth Advisor

Justin Souder

Michael Wakeham joined the Acorn team in August 2024 shortly after moving to Virginia from London, England. He has a wealth of experience in the UK financial services industry, having previously assisted financial planners in providing high-quality and comprehensive advice in one of the top global financial centers. Putting the best interests of clients at the heart of everything he does, “British Mike” is a passionate client advocate and motivated to demystify the financial world. Outside of the office, Wakeham enjoys exploring his new home with his wife, Christina, their two dogs, Parsley and Roo, and their seven chickens. He is always open to new restaurant or brewery suggestions and, if his knees allow, looks forward to joining a local pick-up soccer league.

Wealth Advisor

Michael Wakeham

Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.

Partner

Liane Brown

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Bio

Ben Irantalab

Partner

Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.

Partner

Ben Irantalab

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