Overview

Blue Ocean Partners LLC is a wealth planning practice, designed to leverage our diverse backgrounds and specialties to help individuals, families, business owners and retirement plan sponsors plan to achieve their goals through an ongoing advisory relationship. The relationships we build with our clients are centered around education and behavioral advice. Blue Ocean Partners 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 with the goal of acting 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, & FL. *Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Invsetment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Blue Ocean Partners, LLC is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 844-553-7872. www.sipc.org or www.finra.org