Ocean Advisors Llc Careers in Charlotte, NC

Ocean Advisors, LLC, is a fee-only investment and financial planning firm. We help our clients prepare and implement financial plans based on 5 - 10 year goals in addition to retirement planning. Our primary investment strategy is structured to help navigate the ups and downs of a volatile market. Ocean Advisors works with corporations to provide financial literacy and improvement programs to their employees, thereby reducing stress and enhancing workplace productivity. We also publish an investment letter for DIY investors who may benefit from our investment research but would like to make the final decisions with regards to how to allocate their assets among the investment letter portfolios offered. Specialties investment management, financial planning, retirement plan education services, investment newsletter