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Blue Ocean Strategic Capital, LLC was established in 1997 as an additional service to be offered by Dermody, Burke & Brown, CPAs, LLC. The tremendous growth of the Financial Services division in its first ten years prompted the partial separation of the firm in 2007. One year later, DB&B Financial Services became entirely owned and operated as an independent entity and changed the name to Blue Ocean Strategic Capital, LLC. Our continuous dedication to high-quality service along with a client-centric approach has allowed the company to grow significantly and we now manage over $129 million in assets servicing individuals, retirement plans and charitable organizations in twelve states.
Our company is a unique wealth management entity located inWashington Station, Syracuse, NY and in Premiere Executive Park, Naples, FL . Investment services are complemented with comprehensive and segmented financial planning, elder services and other financial advisory services in one convenient location. We explore a multitude of subjects within our financial plans including retirement income forecasting, education savings needs, long term care needs, life and disability insurance coverage, tax planning, estate planning as well as proper asset allocation and diversification strategies.
As a Registered Investment Advisor (RIA), we serve in a role as client fiduciary placing client needs above all else by offering objective investment and financial planning advice on a fee only basis. Rest assured, we have no products to sell, no hidden agendas and our fee structure is simple and readily transparent.
As such, our company has aligned itself with clients and serve their best interests, objectively and without bias. We believe our client-focused structure, fee-based approach and objective investment decisions positions us squarely on the same side of the desk as the client. This differentiated approach also separates us from our competition by providing a holistic approach to financial services and overall wealth management.We look forward to establishing a long-lasting, successful and trusting relationship that will aid in achieving the financial security and financial objectives you desire. Give us a call today to schedule an appointment–it’s free.