A complete list of active advisors currently associated with Great Ocean Road Financial

Warmer can help you find a great advisor at Great Ocean Road Financial or one who fits your needs even better.

Great Ocean Road Financial is a small, independent advisory firm that provides investment management, financial planning and retirement plan consulting to individual investors and plan sponsors. The firm manages household accounts on a discretionary basis and also offers ERISA plan services, including work for pension and profit‑sharing plans. Portfolios are tailored to client goals, time horizons and risk tolerances and typically include diversified allocations across ETFs, mutual funds, individual equities, bonds and options, drawing on a blend of fundamental, technical and quantitative analysis and modern portfolio theory. The firm documents investment objectives and provides periodic monitoring and written planning deliverables such as investment policy statements and scenario analysis. A distinguishing feature is that the firm’s owner is a licensed CPA who operates an affiliated accounting and tax practice, and some clients may use those separate accounting services; that affiliation and the separate nature of those fees are disclosed to clients. The firm also provides limited‑scope ERISA 3(21) advisory services to retirement plans and coordinates with third‑party plan providers, an offering that is less common among solo independent advisers.

To learn more about the advisors currently working at Great Ocean Road Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Jones	Lewes, DE	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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