Coral Reef Advisors LLC

Let process and innovation drive your success.

It's not just about the numbers, it's about the process.

About Coral Reef LLC

Coral Reef Advisors LLC is a financial advisory business based in Jacksonville, FL, specializing in providing financial planning, investment advice, and customized investment portfolios. The business was formed on February 15, 2024, and prides itself on offering tailored financial planning and investment advice to help clients meet their goals.

Our Services

Financial Planning

At Coral Reef LLC, we believe that a solid financial plan is the foundation for a successful financial future. Our team of experienced financial planners will work closely with you to develop a personalized financial plan that takes into account your unique financial situation and helps you achieve investment success.

Investment Advice

Our investment advisors provide expert advice to help you make informed decisions about your investments. We take the time to understand your financial goals, risk tolerance, and investment preferences to design a portfolio that is tailored to your needs. Our team closely monitors market trends and adjusts your portfolio as needed to ensure you are on track to meet your goals.

Investment Management

At Coral Reef Advisors, we utilize current research, market trends, and process-driven analysis to design efficient performance-based investment management solutions. Rigorous monitoring and stress-testing portfolios allow us to make appropriate tactical decisions to achieve our clients' most appropriate risk-adjusted portfolios. We strive to incorporate sophisticated investment analysis to achieve these ends. Coral Reef LLC, is a fully independent investment advisory solely looking for the best-in-breed investment solutions.

Customized Investment Portfolios

We offer a range of multi-asset portfolios comprising equities, private equity, fixed income, and structured products to assist clients in meeting their financial goals. Our investment experts work with you to design a portfolio that is tailored to your unique needs and preferences.

Retirement Planning

At Coral Reef LLC, we like to start planning as soon as possible. We begin by calculating how much money you will need during retirement. We consider living expenses, healthcare costs, and desired lifestyle enhancements. We assist in setting clear priorities ranging from longevity, travel, hobbies, and family. We make sure to select the most appropriate vehicles to achieve these goals, i.e. 401K, IRAs, etc. We also monitor regularly to adjust the strategy as you get closer to retirement age and or have some lifestyle changes. We also begin discussions on charitable causes during this process if needed.

Simplifying the World of Investment Choices

At Coral Reef LLC, we understand that the world of investment choices can be complex and overwhelming. That's why we specialize in simplifying the process for you. Our team takes the time to explain the different investment options available and helps you make informed decisions about your investments. We pride ourselves on designing portfolios that are easy to understand and manage.

Meet the Team at Coral Reef Advisors LLC

Thomas Boyd

Managing Director

Tom is the co-founder, Managing Director and Private Wealth Advisor at Coral Reef LLC. He advises current and former professional athletes, corporate executives, and business owners on a host of investment and planning matters. He augments his guidance by simplifying the investment experience, incorporating cost-efficiency with a performance-based philosophy that may include alternative investments and structured product investments.

James Richard

Managing Director

Jim is the co-founder, Managing Director and Private Wealth Advisor at Coral Reef LLC. He advises entrepreneurs, business owners, professional athletes and ultra-high net worth families. His formal training in finance helps his clients achieve their goals. Specifically, he develops equity, fixed income, and multi-asset investment strategies.

Michelle Pilipauskas

Partner

Michelle acts as the Senior Client Associate for Coral Reef Advisors, LLC. She has been instrumental in providing technical and administrative support for clients and families of the firm. She diligently works to maintain cutting edge understanding of necessary regulations and filings to streamline the client experience. In addition, she is active in maintaining the standard of excellence for all of our clients. Michelle resides in Arlington Heights, Illinois with her family. She is an active Raquet sports enthusiast.

Testimonials

"Coral Reef LLC's retirement planning services have been invaluable to me. Their team of experienced financial planners helped me develop a comprehensive retirement plan that has put me on the path to achieving my retirement goals."

Daniel Frane, Retiree

"I highly recommend Coral Reef LLC's investment management services. Their team of experienced financial planners helped me build a diversified investment portfolio that has helped me achieve my financial goals."

Maria Bruckheimer, Investor

"Coral Reef LLC's financial planning services have been a game changer for me. Their team of experienced financial planners helped me develop a comprehensive financial plan that has put me on the path to achieving my financial goals."

John Smith, Entrepreneur

Contact Us

Contact

Email: jrichard@coralreefadvisors.com
Phone: (847) 444-7647

Locations

108 Camino Trail
Ponte Vedra Beach, Florida
32082

1000 Skokie Boulevard Suite 517
Northbrook, Illinois
60062