Announcements
Ocean's Edge will be out of office August 11-13 for a conference
While we’ll be away from the office during this time, we’re excited to return with fresh insights, sharpened tools, and new strategies to better serve you.
Please feel free to continue calling or emailing us with any concerns or issues you may have. It will just take a little longer for us to respond during those days.
Thank you for your patience!
Ocean's Edge Office Open Houses
Every quarter we will host an open house at each of our 3 locations - Lincoln City, Prineville, and Bend.
Each open house will have some light refreshments and the opportunity for fun, casual conversation.
Next open house:
Bend office
September 18, 2025 - 3-5pm
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 three 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.
