Let Oceanic Capital Management LLC, an independent Registered Investment Advisory Firm, help you make your plans a reality. Small changes now can lead to a lifetime of greater independence. Our experience, credentials, and expertise provide the confidence you need to retire comfortably. We know that taking the first step on any new adventure is the hardest.
But a well thought out plan will ensure you reach your destination. At Oceanic Capital Management LLC, we understand what it takes to achieve financial independence. It's your life; you should live it the way you want. We believe that knowledge leads to independence. Together, we will leverage your goals with smart financial advice, to ensure that you're in the driver's seat for years to come.
But a well thought out plan will ensure you reach your destination. At Oceanic Capital Management LLC, we understand what it takes to achieve financial independence. It's your life; you should live it the way you want. We believe that knowledge leads to independence. Together, we will leverage your goals with smart financial advice, to ensure that you're in the driver's seat for years to come.
Services
We are confident our knowledge of personal finance, our training, and our experience can help you better prepare for your future. The reason we became financial professionals is we were deeply concerned about the quality and motivations of traditional financial advisors. We repeatedly saw many friends and family dissatisfied or worse from the help they received at traditional "stock-brokers and insurance agents".
Thomas H. Yorke is a seasoned financial professional with over 30 years of institutional and retail investing experience. He is a graduate of the University of Vermont and a CERTIFIED FINANCIAL PLANNER certification holder. An expert in the world of financing, fixed income, and portfolio diversification, Mr. Yorke has made a commitment to serve his clients by helping them grow and protect their wealth.
Mr. Lyons has more than 30 years assisting clients by carefully listening and working with individuals to arrive at the best strategy and solution to meet their unique objectives.
A Plymouth State University graduate with a BS degree in Accounting, Mr. Lyons has demonstrated his commitment to his profession by earning the financial services industry's top two credentials: Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) accreditations.He also holds the designation Certified Divorce Financial Analyst (CDFA).
A Plymouth State University graduate with a BS degree in Accounting, Mr. Lyons has demonstrated his commitment to his profession by earning the financial services industry's top two credentials: Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) accreditations.He also holds the designation Certified Divorce Financial Analyst (CDFA).
What is a CDFA? - A CDFA is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. Why Use a CDFA? - CDFAs help clients understand the short- and long-term financial impacts of any proposed divorce settlement.
We work with you to chart a course for a secure and worry-free retirement. At Oceanic Capital Management, we're focused on making sure you understand the complexities of your Social Security options. Your Social Security claiming decision creates the foundation for your retirement strategy. Next, we determine how your assets can generate the income you require.
Reviews
Be the first to review Oceanic Capital Management.
Write a Review
