Financial Guidance for Prosperous Individuals, Entrepreneurs & Their Families
At Sierra Ocean, we work with a dynamic group of clients who each have distinct goals for their lives yet share a common challenge. They’re financially successful—but between professional and family obligations, they’re spread thin. If you’re a busy professional or business owner seeking a lead advisor to help coordinate and improve your financial life, you’re in the right place.
By crafting purposeful wealth solutions and being your personal partner, helping you live well is our goal.
At a Glance,
Here’s a Bit About What You Can Expect From Us
We don’t receive kickbacks for recommending products over others—we provide guidance based on an understanding of your family’s circumstances and needs.
Uniquely familiar with entrepreneurship, we specialize in serving business owners but we also work well with successful professionals on an upward financial trajectory.
While founder Jeff Burrow is a professional fiduciary with Wall Street Experience, he explains things in normal terms. No confusing jargon here—just straightforward talk.
Whether you’re located nearby or elsewhere, we’ll work with you either in person or virtually based on your needs and preference.