Blue Ocean Partners

  • Financial Services
  • Vienna VA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
410 Pine Street SE, Suite 150, Vienna VA
Website
blueoceanpartners.com
Phone
(703) 539-8640
Employees
3
Founded in
2013
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Blue Ocean Partners

Blue Ocean Partners LLC is a wealth planning practice based in Vienna, Virginia. The firm is a Limited Liability Company and employs 3 people. Blue Ocean Partners provides wealth planning services to individuals, families, business owners, and retirement plan sponsors. Their services aim to help clients achieve their financial goals through ongoing advisory relationships that focus on education and behavioral advice. The company emphasizes building strong client relationships based on honesty, integrity, and a commitment to acting in the client's best interests. Their goal is to make a positive and lasting impact on their clients' lives. For more information about Blue Ocean Partners LLC, please visit their website at blueoceanpartners.com.

Company Leadership

Bill Short

CEO

Phone Email

Blue Ocean Partners Industry Tags

Comprehensive Personal & Business Financial Planning
Retirement Planning
Professionally Managed & Individual Investments*
Insurance & Annuities
Succession Planning
Estate Planning
Income Generating Strategies
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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FAQ

What is the location of Blue Ocean Partners's headquarters?
The headquarters of Blue Ocean Partners are situated at 410 Pine Street SE, Suite 150, Vienna VA
What is Blue Ocean Partners's phone number?
Blue Ocean Partners's contact number is (703) 539-8640.
What is Blue Ocean Partners's official website?
The official website of Blue Ocean Partners can be found at blueoceanpartners.com.
What is Blue Ocean Partners's current revenue?
As of October 2016, Blue Ocean Partners's annual revenue reached $3B.
How many employees does Blue Ocean Partners currently have?
Blue Ocean Partners employs approximately 3+ people as of October 2016
Which industries is Blue Ocean Partners primarily operating in?
Blue Ocean Partners operates in the following industries: Finance, Credit
Who is the CEO of Blue Ocean Partners?
Blue Ocean Partners's CEO is Bill Short
What are Blue Ocean Partners's industry tags?
Blue Ocean Partners's industry tags include: Comprehensive Personal & Business Financial Planning, Retirement Planning, Professionally Managed & Individual Investments*
When was Blue Ocean Partners founded?
Blue Ocean Partners was founded in 2013.

Employee Directory

Key Employees

Frank Lolli

President

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Thomas Clark

Managing Member

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Bill McDonnell

Partner/Chief Financial Officer

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