A complete list of active advisors currently associated with SEA Financial Hawaii

Warmer can help you find a great advisor at SEA Financial Hawaii or one who fits your needs even better.

SEA Financial Hawaii provides fee-only investment management and financial planning services to individuals and high‑net‑worth clients. Its offerings include continuous portfolio advice and written financial plans delivered on both project‑based and ongoing engagements, with referrals to third‑party professionals as needed. The firm frames portfolios around asset allocation and modern portfolio theory, combining passive and active funds with fundamental and technical analysis while emphasizing tax efficiency and liquidity. It operates on a non‑discretionary basis (clients approve trades), conducts quarterly account reviews, and typically recommends custody through an institutional custodian. SEA is newly registered and currently reports no assets under management or active clients, a profile that differs from most established independent advisers and may reflect an early‑stage or transitional practice. The firm is organized as an LLC with the principal also serving as chief compliance officer and draws on prior experience in insurance and broker‑dealer roles, a background that is more fully described than is common for similarly small advisory firms.

To learn more about the advisors currently working at SEA Financial Hawaii, 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
Martin Wheeler	Honolulu, HI	8

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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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