A complete list of active advisors currently associated with Oceanside Advisors LLC

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

Oceanside serves individual investors — including high‑net‑worth clients — as well as retirement plans, delivering discretionary investment management alongside comprehensive financial planning services (one‑time and ongoing), ERISA 3(38) fiduciary plan management, and 401(k) consulting. The firm also manages held‑away defined contribution accounts via a third‑party platform and conducts periodic reviews and rebalancing for client portfolios. The firm operates on a fee‑based model and typically accepts discretionary authority to implement investment programs informed by fundamental and cyclical analysis, with account monitoring at least quarterly and scheduled client meetings. Oceanside offers client education and outreach, including public seminars and workshops provided at no charge, and provides written recommendations and regular check‑ins for ongoing planning clients. Compared with many peers, the firm also functions as an insurance agency and a firm principal devotes a small portion of time to selling insurance products for which commission compensation is received and disclosed as a potential conflict of interest; clients are not required to purchase such products. Additionally, a principal allocates a meaningful share of time to a Canadian advisory business, and the four‑advisor team manages roughly $191.3 million across about 240 client relationships, combining individual and ERISA plan services.

To learn more about the advisors currently working at Oceanside 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.