Ocean Heights Advisors

Ocean Heights’ roots stretch back years in a story that explains the unique aspects of the value proposition we offer our clients. Our firm’s story begins with the founding of Palo Capital in 2005. After a successful career in the healthcare and tech industries, Kevin O’Grady turned his talents to investing, and attracted the attention of Barron’s, a national financial publication. In 2005, he launched Palo Capital from his home in the Ocean Heights neighborhood of Newport Beach to manage assets for family and friends. Over the years, the team has added Nella Webster, CFP® (2009), Kara Devar (2014), Kevin Barlow, CFA® (2015) and Danielle Bronner, CFP® (2020) as partners. From two initial clients and meetings at a kitchen table, our team has evolved to comprise credentialed investment professionals who advise high-net-worth families, executives, and entrepreneurs across the country in all areas of their financial life. The formula for our team’s success has broadened over the years. As fiduciaries, we take an independent, holistic approach to providing customized investment solutions and personalized financial planning to grow and protect our clients’ wealth. But in doing so, we have always sought to retain the high level of client service and “friends and family” feel with which we began. In 2022, Ocean Heights Advisors launched as an employee-owned firm and partnered with Mariner Platform Services to expand the range of services we offer our clients. Investment advisory services are provided through Mariner Platform Solutions, LLC.