Sierra Ocean, Llc

We are an SEC Registered Investment Advisory firm. So many financial advisors focus on charts and tell their clients “everything is fine and you just need to stay the course.” Maybe that’s true. But, maybe your advisor is being lazy. When working with Sierra Ocean, you actually get what you pay for: A score indicating your probability of success True portfolio diversification Behavior Change Portfolio Stress Testing Systematic Rebalancing Social Security & Medicare optimization Powerful, interactive projections Tax Efficiency via Strategy location choice Dynamic withdrawals Loss harvesting Future tax mitigation When hiring an advisor to improve your financial life, you want somebody who is knowledgeable and trustworthy, but you also need someone you actually like and with whom you can build a relationship. Founder Jeff Burrow has a unique skill set in that he can chat with a PhD professor of finance and get along just fine. He can then switch gears and have an equally engaging conversation with someone who knows nothing about finance, but still motivate them to take action. It’s hard to find somebody who is a professional fiduciary, has Wall Street experience, yet knows how to speak like a normal person.