Ocean Heights Advisors Has a New Name

What Does That Mean to You?

Ocean Heights Advisors officially became part of Mariner on April 1, 2025.

We began working with the Mariner Independent platform to expand our range of client services in 2022, and we have experienced tremendous growth.

With this year’s strategic transition, our team is now fully integrated with Mariner, ensuring ongoing access to expertise and resources to help you achieve your wealth management goals.

An Evolution That Benefits All

We feel a strong connection to Mariner’s client-first philosophy, and we believe this evolution of our business creates new opportunities for everyone involved. Our team in Newport Beach will continue providing the same high-level of service that you have come to expect.

We value the relationships we have built with our clients over the last 20 years, and we look forward to providing customized investment solutions and personalized financial planning to grow and protect your wealth.