Unleash Your Financial Potential
Empower yourself with innovative financial planning solutions.
We have partnered with clients from companies such as


















Scalable Wealth
Creating wealth by maximizing compensation and benefits packages.
Equity Compensation
Retirement Plan Optimization
Tax cost analysis and reduction
Value-based Approach
Protect what’s important through a values-based planning and investment approach.
Align your money with what matters most to you
Fully customized investment solutions supporting your world view
Dynamic, nimble investment choices for DIY or managed accounts
Custom Plans
Our approach to planning for equity compensation.
Discovery
Assessment and analysis
Strategy design
Implementation
Review and ongoing support
Driving Success Together
Tech-forward Solutions
We believe in seamless remote collaboration, making sure decisions are made together.
Nimble, Accessible Portfolios
Sliding scale investment solutions based on your wealth building journey stage.
Ongoing Review and Support
As your needs evolve and change, so does the advice and planning support we provide.
Client Experiences
Real Results
Get Started Today
Partner with Ryan and the Green Ocean Global Advisor team on your finances.
Have Questions?
We're here to help you make an informed decision.
We work with employees from a wide range of industries. Due to our presence in the San Francisco bay area and Seattle, most of our experience lies with employees of tech companies in the Software, Telecommunications, Hardware, Communications, and Automotive Technology sectors.
At Green Ocean we consult with clients either through detailed flat-fee financial planning to help get you on the right track, as well as via ongoing wealth management and planning relationships where we can make the biggest impact to their financial lives.
We are proactive and tech-forward in our approach to creating financial plans and our ongoing work with clients. Depending on complexity and responsiveness, the financial planning process can be completed in a matter of 1-2 weeks. That said, we work with busy professionals and plans can take as long as 3-6 weeks to complete according to our discovery, analysis, recommendation, and implementation process.
Examples of Our Work
Visual examples of how we operate