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Sell-side

Coastal Family Wealth Advisors

Based in Leesburg, FL

Profile last reviewed

July 2026

Public information can change. Corrections are reviewed before publication.

Overview

Overview of Coastal Family Wealth Advisors

Coastal Family Wealth Advisors is a exit planning and business-transition advisory firm based in Leesburg, FL.

Named principal

Michael Laliberte

Profile details

Details for Coastal Family Wealth Advisors

Representation
Sell-side
Firm type
Based in
Leesburg, FL
Engagement coverage
Leesburg, FL
Industry focus
Other specialized sectors

Office locations

Headquarters and public offices

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  • Headquarters

    Leesburg, FL

Profile sources

This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.

  • Firm website

    cfwadvisory.com · checked September 2026

    Open source