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Five Oceans Advisors is dedicated to empowering Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families on their journey toward holistic wealth management and personal fulfillment. Guided by a set of fundamental values including Sustainability, Happiness, Interconnectedness, Kindness, and Intention, the firm goes beyond traditional financial strategies to create a comprehensive and purpose-driven approach to wealth and life.
Central to Five Oceans Advisors' philosophy is the proprietary Life Strategy™ framework, which directs individuals in harmonizing their lives with their inherent purpose. This unique framework comprises five essential dimensions – Finances, Career, Health, Relationships, and Fun – resembling the interconnected oceans of the world. By embracing this comprehensive strategy, clients gain access to a range of tools, coaching, and support to facilitate tangible progress across all aspects of their lives. With a seasoned team of advisors who deeply embody the firm's core values, Five Oceans Advisors cultivates a collaborative and empathetic environment, enabling clients to achieve not only financial prosperity but also lasting well-being and a legacy of positive impact.
Designations | Minimum asset threshold |
Registered Investment Advisor | $1M - $2M |
Firm CRD Number | Number of advisors |
308377 | 5 |