Ocean Heights Advisors

Answer: Ocean Heights Advisors's official website is https://oceanheightsadvisors.com

Answer: Ocean Heights Advisors's revenue is Under $1 Million

Answer: Ocean Heights Advisors's SIC: 6211

Answer: Ocean Heights Advisors has 1-10 employees

Answer: Ocean Heights Advisors is in Investment Management

Answer: Ocean Heights Advisors contact info: Phone number: Website: https://oceanheightsadvisors.com

Answer: Ocean Heights roots stretch back years in a story that explains the unique aspects of the value proposition we offer our clients. Our firms story begins with the founding of Palo Capital in 2005. After a successful career in the healthcare and tech industries, Kevin OGrady turned his talents to investing, and attracted the attention of Barrons, a national financial publication. In 2005, he launched Palo Capital from his home in the Ocean Heights neighborhood of Newport Beach to manage assets for family and friends. Over the years, the team has added Nella Webster, CFP (2009), Kara Devar (2014), Kevin Barlow, CFA (2015) and Danielle Bronner, CFP (2020) as partners. From two initial clients and meetings at a kitchen table, our team has evolved to comprise credentialed investment professionals who advise high-net-worth families, executives, and entrepreneurs across the country in all areas of their financial life. The formula for our teams success has broadened over the years. As fiduciaries, we take an independent, holistic approach to providing customized investment solutions and personalized financial planning to grow and protect our clients wealth. But in doing so, we have always sought to retain the high level of client service and friends and family feel with which we began. In 2022, Ocean Heights Advisors launched as an employee-owned firm and partnered with Mariner Platform Services to expand the range of services we offer our clients. Investment advisory services are provided through Mariner Platform Solutions, LLC.

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