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101 Crawfords Corner Road #1120, Holmdel, NJ 07733

(848) 313-2422
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Financial Advisor serving Rumson, Fair Haven and surrounding Monmouth County, New Jersey

At every stage of your financial life—from investing and retirement planning to refining your broader strategy—working with a fiduciary advisor provides clarity and confidence. Red Coach Wealth Management offers personalized financial planning and wealth management services to individuals and families throughout Monmouth County, New Jersey.

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Fiduciary Financial Planning Focused on Long-Term Goals

Fiduciary Financial Planning Focused on Long-Term Goals

As a fiduciary, we place our clients’ interests first and provide objective financial planning designed to support informed decision-making. Our approach focuses on clarity, discipline, and strategies tailored to each client’s goals and circumstances.

Our Clients

Serving individuals and families at every stage of their financial lives.

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for your retirement income, transitions, and long-term goals.

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Small Business Owners

Small Business Owners

Supporting small businesses with thoughtful financial planning strategies.

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Working Professionals

Working Professionals

Planning strategies to help manage income, savings, and long-term goals.

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Families & Caregivers

Families & Caregivers

Thoughtful financial planning tailored to your family’s needs and priorities.

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Featured in Monmouth Magazine - April 2026: Retirement Planning Insights

Featured in Monmouth Magazine - April 2026: Retirement Planning Insights

Recently featured in Monmouth Magazine, Red Coach Wealth Management shares perspective on retirement planning strategies for individuals and families across Monmouth County, NJ. From aligning long-term goals to adapting your financial strategy over time, this feature highlights a thoughtful, personalized approach to wealth management.

Personalized Wealth Management for Individuals and Families

We work with individuals and families across Monmouth County to deliver personalized wealth management solutions. Our services are tailored to each client’s needs and may include investment guidance, retirement planning, and ongoing portfolio review. Each relationship begins with understanding what matters most to you and how your financial strategy can support those priorities over time.


Retirement Planning

Planning for one of life’s most important financial milestones.

We help clients prepare for retirement by aligning income needs, long-term goals, and risk considerations within a clear, structured plan.

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Wealth
Management

Portfolio construction and risk-aware investment guidance.

Our approach emphasizes disciplined portfolio construction, regular review, and investment decisions aligned with your goals and time horizon.

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Peak-Career Planning

Wealth-building strategies for professionals in their earning years.

We help professionals manage growing financial complexity, build wealth intentionally, and prepare for future transitions.

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Estate
Strategy

Guidance to support your estate planning goals.

We incorporate estate considerations into your broader financial plan and coordinate with legal and tax professionals as needed.

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Our Three Step Process

Our financial planning process is designed to provide structure, clarity, and ongoing guidance at every stage of your financial life.

STEP

1

Discover

Every relationship begins with a conversation. We take time to understand your personal situation, financial priorities, and long-term goals so we can establish a clear starting point.

STEP

2

Plan

Using what we learn, we develop a personalized financial strategy aligned with your objectives, time horizon, and comfort level with risk. This plan serves as a framework to guide informed decision-making.

STEP

3

Ongoing Guidance

As life circumstances and market conditions change, we provide ongoing guidance and periodic reviews to help ensure your financial strategy remains aligned with your goals.

Weekly Market Insights to Support Informed Decisions

Through our affiliation with LPL Financial, we share weekly market commentary that provides insight into market trends, economic developments, and broader financial conditions. These updates are intended to help clients stay informed and better understand how current events may relate to long-term financial planning.

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Our Team

Red Coach Wealth Management is led by experienced financial professionals committed to providing thoughtful, fiduciary guidance and building long-term client relationships.

Larsen Flinn

Larsen H. Flinn 

CEO/Founder

(848) 313-2422

larsen.flinn@lpl.com

Larsen has worked in the world of finance since 1987. He earned a BA from Ithaca College, an MBA from Georgetown University and a Tutorial Degree in Finance from Oxford University in England. His previous work experience has been at...

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Meet the team

Start a Conversation About Your Financial Plan

If you are seeking a financial advisor in Monmouth County who offers objective guidance and a personalized approach, we invite you to start a conversation. Our process begins with understanding your financial situation, goals, and comfort level with risk so we can help you evaluate next steps thoughtfully.

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Contact

Office: (848) 313-2422

101 Crawfords Corner Road

Suite 1120

Holmdel, NJ 07733


larsenflinn@redcoach.net