Ocean Heights’ roots stretch back years in a story that explains the unique aspects of the value proposition we offer our clients.
Our firm’s story begins with the founding of Palo Capital in 2005. After a successful career in the healthcare and tech industries, Kevin O’Grady turned his talents to investing, and attracted the attention of Barron’s, a national financial publication. In 2005, he launched Palo Capital from his home in the Ocean Heights neighborhood of Newport Beach to manage assets for family and friends. Over the years, the team has added Nella Webster, CFP® (2009), Kara Devar (2014), Kevin Barlow, CFA® (2015) and Danielle Bronner, CFP® (2020) as partners.
From two initial clients and meetings at a kitchen table, our team has evolved to comprise credentialed investment professionals who advise high-net-worth families, executives, and entrepreneurs across the country in all areas of their financial life.
The formula for our team’s success has broadened over the years. As fiduciaries, we take an independent, holistic approach to providing customized investment solutions and personalized financial planning to grow and protect our clients’ wealth. But in doing so, we have always sought to retain the high level of client service and “friends and family” feel with which we began.
In 2022, Ocean Heights Advisors launched as an employee-owned firm and partnered with Mariner Platform Services to expand the range of services we offer our clients.
Investment advisory services are provided through Mariner Platform Solutions, LLC.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 660 Newport Center Dr.,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Newport Beach, CA
Ocean Heights Advisors Questions
Ocean Heights Advisors's website is http://www.oceanheightsadvisors.com
Ocean Heights Advisors's LinkedIn profile is https://www.linkedin.com/company/ocean-heights-advisors
Ocean Heights Advisors has
2 employees.
View email and phone details for 2
employees at Ocean Heights Advisors.
Ocean Heights Advisors's industry is
Investment Management
Ocean Heights Advisors's top competitors are
Fourth Point Wealth,
Silverlight Asset Management, Llc,
Ord Minnett,
Composition Wealth,
Mariner,
Rx3 Growth Partners,
Newport Coast Wealth Management,
Harvey & Company Llc,
Rodriquez Wealth Management,
Mercer Advisors.
Ocean Heights Advisors's categories are Investment Management
Ocean Heights Advisors's founding year is 2022
