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    We take the time to listen to your family’s needs and provide independent recommendations and solutions.

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    Blue Ocean Advisors provides access to sophisticated wealth managers and investment professionals.

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Blue Ocean Advisors provides comprehensive personalized wealth management alternatives for high net worth clients with complex situations often involving family held businesses.

 

About

Blue Ocean Advisors, LLC is a RIA (Registered Investment Advisory) firm that serves as your gateway to a comprehensive array of sophisticated strategies, including access to:

 

  • Investment Management
  • Family Office Services
  • Wealth Transfer
  • Cash Flow Planning
  • Banking and Lending
  • Tax-Minimization Strategies
  • Venture Capital
  • Trust and Estate Planning
  • Business Succession and Retirement Plan Consulting
  • Philanthropy
  • Concierge Services
  • Networking events
  • Concentrated Stock Management
  • Defined Benefit Plan Management

 

Our founder has extensive experience in Wealth Management, Financial Planning, Venture Capital and Mergers & Acquisitions.


Dave Stepanek

CEO

Education / Accreditation

Mr. Stepanek holds a Bachelor of Arts Degree in International Business with a concentration in Human Resource Management from Eckerd College.  While attending Eckerd Mr. Stepanek was an Intern at Carillon Asset Management of Raymond James & Associates. Mr. Stepanek holds a Series 65 Securities License and has passed the Series 7, 63 and 6 securities exams. 

Professional Experience

  • Venture Capital and Private Equity experience:  Advantage Capital Partners, now a $1.6 Billion VC and Private Equity Fund.
  • Mergers & Acquisitions experience at two Investment Banking Firms:  Cross Keys Capital and Athena Capital Partners.
  • Wealth Management experience:  Northern Trust Bank.  Managed high net worth family and institutional assets.
  • Mutual Fund experience:  Franklin Templeton Funds.
  • Family history in the business.

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Contact Info

Give Us a Call Today!

  • , PO Box 891
    Saint Petersburg, FL 33731
  • O 813.514.5086
  • @ dave@blueoceanadvisorsllc.com