Special Needs Funding Coach

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients interests first. Our goal is to provide the right structure and a home for every financial advisor and every client.

Our wealth management advisors in TIAA’s Red Bank, NJ office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Red Bank, NJ office is a smaller satellite office, so please call today to schedule an appointment (855) 200-0327.

Oceanic Capital Management Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically customized asset allocation strategies. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long-term approach to investing, and the use of alternative assets to help balance both our risk and return profiles.