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Ocean Financial Advisors
Ocean Financial Advisors was founded in 2017 by members of the Macedo family. Javier Macedo serves as its CEO. His father, A. Alfonso Macedo, is Chairman,...
Ocean Financial Advisors
Ocean Financial Advisors was founded in 2017 by members of the Macedo family. Javier Macedo serves as its CEO. His father, A. Alfonso Macedo, is Chairman, President, and CEO of Ocean Bank, the source of the underlying wealth. The firm combines investment advisory with tax and estate services. Asset classes include alternative investments and real estate, including the San Remo Homes projects in Florida City and Homestead. Operations reach North America and Asia. A strategic tie exists with Florida International University through board service and the Ocean Bank Foundation. Assets under management stand at an estimated $8 million. Javier Macedo sits on the FIU Foundation Board. The firm holds corporate membership in the Greater Miami Chamber of Commerce and associate status with the Miami-Dade County League of Cities. No operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Javier Macedo
CEO
A. Alfonso Macedo
Chairman, President, and CEO of Ocean Bank
Sector focus
Frequently asked questions
Who runs investment decisions at Ocean Financial Advisors?
Javier Macedo serves as CEO. A. Alfonso Macedo, the patriarch, chairs Ocean Bank and maintains oversight ties.
Where does the underlying wealth come from?
The capital originates from Ocean Bank, Florida’s largest independent state-chartered commercial bank, controlled by the Macedo family.
Is Ocean Financial Advisors structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple high-net-worth families with advisory, tax, and estate services.
What geographic regions does the firm cover?
Confirmed activity spans North America and Asia, centered on Miami real estate and related holdings.
Does the firm maintain philanthropic structures?
Yes. The Ocean Bank Foundation exists alongside board ties to the FIU Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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