About Ocean's Edge

Our name comes from our Lincoln City roots. Located at the edge of the mighty Pacific Ocean. While our founding office is located at the Ocean’s Edge in Oregon, we serve clients from Alaska to Maine. We have two physical locations as well as offer appointments virtually or by phone. It is our mission to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Team

How can we help?

Find out how we can help you pursue your financial freedom.

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Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot...

 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all...

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.  Some find comfort in helping others who are less fortunate, while...

 

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners...

 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize...

 

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. However, the every-day stresses of life, and the toll...