Ocean Advisors, LLC
Ocean Advisors, LLC
1515 Mockingbird Lane
Suite 717
Charlotte, NC 28209
Phone: 704-523-6914
Email info@oceanadvisors.com

External Resources

Ocean Advisors, LLC, has created relationships with outside professionals to help us provide services to you.  This has resulted in a deep bench of over 30 independent professionals who serve as our "back office" to work behind the scenes and to help Ocean Advisors provide recommendations. 

Capital Market Consultants is a valuable resource for Ocean Advisors, LLC, with regards to understanding economic conditions.  Capital Market Consultants also provides investment strategies and asset management which we may implement with your account.  The CMC investment team includes professionals registered as Certified Investment Management Analyst (CIMA®) and Chartered Financial Analysts (CFA).  The Chief Economist for the firm is Adbur Chowdury, Ph.D., a professor of economics at Marquette University who also serves on the Academic Advisory Council of the Chicago Federal Reserve Board.

First Clearing Life Event Services provides professional guidance and resources to help  mange the financial implications of life changing events for my clients and prospects.  This group incorporates a team of 16 professionals including JD's, CPA's, and CFP®s who can help address the unique needs our clients might face.  In addition to the life event planning (such as divorce, college planning, elder care), there are specialized teams for executive services, estate planning, and tax and financial planning.  (Note: neither First Clearing nor Ocean Advisors offers individual tax planning beyond general concepts and suggest you consult a tax professional for these planning needs.)

Ocean Advisors, LLC, partners with Delegated Planning, LLC, to enhance it capability to provide comprehensive financial planning services.  While First Clearing's Life Event Services team provides guidance and resources to help Ocean Advisors stay current with life planning strategies and concepts, we engage Delegated Planning in a collaborative process to provide a deliverable plan to the client.

Delegated Planning, LLC, was founded in 2011 to provide financial planning analysis for a select group of advisors and their clients around the country.  It adds six additional Certified Financial Planners ™ to the team to help deepen our "bench" of talent.
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