Headquarters:
Bluffton, SC
Year founded:
2025
Number of employees:
3
Phone:
843 379 1300
Email:
info@coastlinecw.com
Website:
coastlinecw.com
Brandon M. Cox, CFP®
Founder
Brenda Vellia
Client Relationship Manager
Leadership
Brandon M. Cox, CFP®, is the founder of Coastline Complete Wealth, an independent, fee-only fiduciary RIA serving retirees and families throughout the Lowcountry.
A financial advisor since 2010, Brandon specializes in retirement income and proactive tax planning, helping clients make informed decisions about Social Security, investments, taxes, and the transition into retirement.
Originally from Indiana, Brandon moved to the Lowcountry in 2006. He lives in Savannah with his wife, Amanda, and enjoys spending time with his family, boating, and fishing.
Founder
Brandon M. Cox, CFP®
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
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.
SPECIAL REPORT
Award Winner
COASTLINE COMPLETE WEALTH