Blue Ocean Partners LLC is a boutique wealth planning practice, designed to leverage our diverse backgrounds and specialties to help individuals, families and business owners plan to achieve their goals through an ongoing advisory relationship. The relationships we build with our clients are centere…
Blue Ocean Partners LLC is a boutique wealth planning practice, designed to leverage our diverse backgrounds and specialties to help individuals, families and business owners plan to achieve their goals through an ongoing advisory relationship. The relationships we build with our clients are centered around education and behavioral advice. Working with our clients, we develop solutions and action items specific to their life goals. Blue Ocean Partners LLC is committed to the ideal of providing the utmost in service and performance for each of our clients. We will always act honestly, with integrity and in the best interest of our clients. We will always attempt to perform to the best of our abilities, such that all of our clients would proudly recommend us to their friends, colleagues and family without reservation. This is the foundation of our practice, client-focused, values based financial planning. Our aspiration is to make a lasting difference in our client’s lives, both professionally and personally. Although located in the Northern Virginia area, our firm can service clients in VA, MA, MD, TN, NC, IL, SC, TX, KY, DC, LA, CA, MO, FL & CA.
Team (1)
Sectors Blue Ocean Partners serves:
Financial Services
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