The Coyle Company

Our Approach

Ultimately, choosing an advisor is an act of trust. At The Coyle Company, we are committed to earning that trust in every way possible. We understand that when clients choose us as a partner, they are entrusting us with more than their estate. In a sense, they are entrusting us with the well-being of their children and grandchildren. Therefore, we operate by the following guiding principles:

A Spirit of Collaboration

We work in close consultation with our clients’ legal and financial advisors, becoming an integral part of the client’s advisory team. In this manner, we can ensure the estate plan is seamlessly integrated into the broader financial picture.

The American College: Center for Ethics in Financial Services