Blue Ocean Strategic Capital, LLC (BOSC) provides comprehensive financial planning including cash flow, education, retirement, tax, estate and insurance advisory services.
BOSC also provides custom investment management after careful consideration of the goals and objectives outlined in the planning process.
As a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), BOSC is a wholly independent, fee only organization that is required to put the clients’ interests first in every situation. BOSC has a simple, transparent fee structure.
The professionals at Blue Ocean work as a team. The team’s extensive experience provides each client with the full range of planning and investment expertise once found only at very large investment banks for the wealthy. BOSC brings this personalized advice the wealthy have enjoyed to the everyday person at a fair and reasonable price.