Ocean Financial Advisors

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Ocean Financial Advisors Overview

Type

Multi Family Office

Year Founded

2017

General Information

Ocean Financial Advisors is a multi-family office headquartered in Miami. Founded in 2017, the firm traces its origins to the banking wealth accumulated through Ocean Bank, Florida’s largest independent state-chartered commercial bank. Ocean Financial Advisors aligns investment advisory, tax planning, and estate structuring services for multiple high-net-worth families, emphasizing capital preservation, risk management, and multigenerational wealth transfer.

Contact Information

Website:
http://oceanfinancial.com

Year Founded:
2017

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Miami, FL, United States

Portfolio & Notable Allocations


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Ocean Financial Advisors | Miami Multi Family Office | Altss