About

Leadership & advisors

A small, senior team focused on owner-led businesses — strategy, finance, and execution in one conversation.

Palm Beach coastline at sunrise, clock tower and palm trees

Our firm

Built for owners who live in both strategy and day-to-day operations

Palm Beach Advisors LLC works with founders, owners, and leadership teams who want judgment and rigor without a corporate playbook. Every engagement blends financial clarity, operational realism, and a plan you can actually run — scoped to what matters now, not a generic methodology.

Team

Who you’ll work with

Founder and lead advisor, Palm Beach Advisors LLC

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Principal

Founder & lead advisor

He founded Palm Beach Advisors LLC to give owner-led businesses the same standard of financial and strategic discipline larger organizations rely on — delivered in plain language and tailored to each client. He leads engagements from first conversation through implementation, with a focus on cash flow, profitability, and systems that hold up after the meetings end.

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Elena Marquez

Senior advisor

Elena helps clients translate financial data into weekly and monthly decisions — forecasting, KPI design, and board-ready views that stay simple enough for operators to use without a finance department.

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Marcus Chen

Operations & systems

Marcus focuses on workflow, reporting rhythm, and practical use of tools (including AI where it earns its keep) so leadership spends less time chasing numbers and more time improving them.

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Sandra Okonkwo

Client engagement & projects

Sandra keeps engagements organized and on schedule — coordinating workstreams, materials, and follow-through so owners always know what’s next and nothing falls through between sessions.

Stock portraits for Elena, Marcus, and Sandra are from Unsplash (downloaded into web/images/). Replace with your real team when ready.

How we partner

Direct, analytical, and commercially minded — we focus on decisions that move cash, margin, and operational load in the right direction.

Who we serve

Owners, founders, leadership teams, and businesses navigating growth, restructuring, or a transaction — typically from a handful of employees to 100+.

What sets us apart

Custom scopes, operator-level thinking, and a balance of strategy, finance, and hands-on support — not a slide deck you file away.

Why clients engage

To get clarity faster, act with more confidence, and improve outcomes on the problems that matter most this quarter.

Wondering if we’re the right fit?

A short, confidential conversation is usually enough to see whether our model matches your stage and priorities.