A complete list of active advisors currently associated with Ocean Path Advisors, LLC

Warmer can help you find a great advisor at Ocean Path Advisors, LLC or one who fits your needs even better.

Ocean Path Advisors provides ongoing portfolio management to individuals, high‑net‑worth clients, charitable organizations and business entities, preparing an Investment Policy Statement tailored to each client’s goals, tax situation and risk tolerance. The firm primarily implements asset‑based advisory arrangements and may refer portions of client assets to third‑party investment advisers when appropriate. The firm’s investment approach is grounded in modern portfolio theory and typically emphasizes broadly diversified, low‑cost indexed investments alongside long‑term trading; it also uses margin and options strategies in certain accounts. Ocean Path generally seeks discretionary trading authority, documents risk tolerance in each IPS, and conducts at least quarterly reviews of client accounts. Compared with many peers, Ocean Path does not offer standalone financial planning services and explicitly does not aggregate (block) trades across client accounts, a practice that can differentiate execution and pricing outcomes. It operates as a small advisory team managing a multi‑hundred‑million‑dollar asset base and combines institutional custody relationships with the use of leverage and derivatives, an uncommon mix for similarly sized team firms.

To learn more about the advisors currently working at Ocean Path Advisors, LLC, 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.

You can also browse Ocean Path Advisors, LLC's office locations.