Ocean Heights Advisors Launches with Mariner Platform Solutions Affiliate of Mariner Wealth Advisors Continues to See Sustained Growth
Overland Park, Kan.
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March 30, 2022 09:00 AM Eastern Daylight Time
Mariner Platform Solutions today announced that Newport Beach, Calif.-based Ocean Heights Advisors has leveraged its platform to launch as an employee-owned firm. Mariner Platform Solutions, an affiliate of Mariner Wealth Advisors, offers independent firms and advisors comprehensive support so they can differentiate and grow their practice. Beginning at founder Kevin O’Grady’s home in the Ocean Heights neighborhood of Newport Beach, Ocean Heights Advisors has grown extensively, and is leveraging a relationship with Mariner Platform Solutions to bring clients an expanded range of services and investment options.
“Since launching Mariner Platform Solutions in 2020, we’ve seen immense growth and have had the opportunity to partner with smart and strategic firms like Ocean Heights Advisors,” said Brian Leitner, head of Mariner Platform Solutions. “It’s an honor to help teams like theirs grow to their full potential, and we’re excited to see the benefits both advisors and clients will gain as a result of the partnership.”
Ocean Heights Advisors has grown to over $450 million in assets under management (AUM) since O’Grady began the advisory practice in 2005. The team of highly credentialed investment professionals advise high-net-worth families, executives and entrepreneurs across the country in all areas of their financial life. Key to its success is Ocean Heights Advisors’ independent, holistic approach, which allows for customized investment solutions and personalized financial planning for clients, rather than a one-size-fits-all plan.
“At Ocean Heights, we pride ourselves in taking a personalized approach to our business,” said Kevin Barlow, managing partner at Ocean Heights Advisors. “Partnering with Mariner Platform Solutions will provide us with support on many of our back-office functions such as operations, compliance and marketing, allowing us to focus our time on our clients.”
By partnering with Mariner Platform Solutions, Ocean Heights Advisors can remain independent and still offer its clients the benefits of working with a nationally recognized wealth advisory firm. Mariner Platform Solutions incorporates strong technology solutions, as well as expertise from an extensive network of professionals, to provide services for everything under the wealth advice umbrella. Advisory solutions that advisors can utilize as part of their wealth team include tax planning and preparation, and trust and risk management.
“It’s an exciting time at Ocean Heights as our team hits the ground running,” added Nella Webster, partner and investment advisor at Ocean Heights Advisors. “Launching with Mariner Platform Solutions allows us to continue to grow and build on our solid foundation while expanding our partner base to reward and incentivize current and future team members. We’re thrilled to have the support of such a renowned firm.”
Ocean Heights Advisors launched as an employee-owned firm on March 1, 2022, leveraging the multigenerational partnership of its team members to provide clients the long-term stability they desire from an investment management/financial advisory practice.
To learn more, visit https://marinerplatform.com/.
Developed in 2020 by the same team that built Mariner Wealth Advisors into the firm it is today, Mariner Platform Solutions is a fee-for-service offering providing comprehensive support, so advisors can spend more time growing their businesses and less time running it. As part of Mariner Platform Solutions, firms leverage back-office services such as operations, compliance, technology and marketing to help grow and differentiate their practice. In addition, firms can utilize the advisory solutions team, comprised of experienced in-house investment, tax, insurance, estate planning, trust and practice management professionals, to help execute customized wealth plans for clients. To find out more about Mariner Platform Solutions, visit www.marinerplatform.com.
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Remi Yuter
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