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Our Clients

Our clients enjoy working with Blue Ocean Partners because we use values-based financial planning to understand what is important to them. Blue Ocean Partners helps our clients to efficiently navigate between the three types of assets: privately held businesses, real estate and financial assets, such that they have the right amount of cash, in the right place, at the right time.

Our clients typically fall into one of the following categories:

  • Individuals with high, but variable income
  • Business Owners
  • Exit Strategies & Succession Planning
  • High Net Worth Retirees
  • Individuals/Families in life transitions
  • Individuals going through career transitions
  • Corporate Executives with complex compensation packages
  • High Income Professionals