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The Blue Ocean Vision

Blue Ocean Partners, LLC was named after the international best-selling book Blue Ocean Strategy. The reason we named our company Blue Ocean Partners was to represent our intention to give our clients a more enjoyable experience in their relationship with their financial advisor. We begin our relationship by listening to you, helping you to express your values, goals and desires so that we understand what is truly important to you.

Blue Ocean Partners LLC is committed to the ideal of providing the utmost in service and performance for each of our clients. The professionals in our firm will always act honestly, with integrity and work with the interests of our clients in mind. We will always attempt to perform to the best of our abilities, such that all of our clients would proudly recommend us to their friends, colleagues and family without reservation. This is the foundation of our practice, client-focused, values based financial planning. Our aspiration is to make a lasting difference in our client’s lives, both professionally and personally.

Our Values

  • Integrity
  • Honesty
  • Independence
  • Leadership
  • Community