We’ve changed, for the better.
We are certain you’re aware of the recent acquisition of Waddell & Reed by LPL Financial, a leading platform provider and partner to financial advisors.
This turns out to be the perfect time for us to announce our rebranding. As most of you know we are based out of Lincoln City, OR – which is located at the Ocean’s Edge.
We are incredibly excited about the platform that LPL will provide us to utilize, and our clients access to. A tremendous amount of time and thought have gone into our new logo and website.
In the design of the logo, first and foremost, we had to incorporate our Lincoln City roots – which is why it is designed to look like a wave in the mighty Pacific Ocean.
When thinking about the Pacific Ocean, it is an abundance of resources – something we strive to be for you.
There are nearly unlimited capabilities and power contained inside that massive body of water – representing the capabilities Ocean’s Edge has access to harnessing the LPL platform.
Our financial situations are fluid, but our lives always seem to find a balance – similar to how water always finds level.
Paying closer attention to the intricacies of the curling wave. This circular shape represents the financial planning process, as an iterative and continual process that is changing.
Last, (my favorite component) is the 7 components of the wave, representing the 7 steps to the financial planning process.
So, as you notice the changes in our branding, signs and promotions. Know that this is a strictly a cosmetic change. We appreciate your business and want to continue providing the level of service that you’ve come accustom to. Please provide any feedback you wish by reaching out with thoughts, requests or compliments. As always, please never hesitate to call us anytime.
Looking forward to your continued support.
The Ocean’s Edge team
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC