Greg Smith, CPA

Greg Smith is a Co-Founder and Principal of Blue Ocean Capital. With more than 45 years of experience in investment management, family office services, estate planning and public accounting, Greg has built a career on helping families strategically pursue and achieve their long-term financial goals. His approach combines complex tax planning with systematic portfolio strategies, always tailored to meet the unique circumstances of each client. For Greg, the most rewarding aspect of his work is the deep satisfaction that comes from fulfilling his purpose, designing bespoke solutions that bring clarity, security and peace of mind to his clients.

Greg’s leadership is rooted in the belief that clients deserve to feel both well taken care of and confident in the stewardship of their financial lives. He is committed to maintaining Blue Ocean Capital’s client-first culture, one defined by its fiduciary responsibility and collaborative, problem-solving mindset. According to Greg, the firm’s strength lies in its extraordinary people, their longevity with the firm, multidisciplinary expertise and deep connections to the community, making Blue Ocean Capital a uniquely supportive and dynamic place to work.

Before co-founding Blue Ocean Capital in 1997, Greg was a shareholder at the public accounting firm Nowlen, Holt and Miner, P.A. in West Palm Beach, Florida, where his practice focused on litigation support and tax advisory services.

A Florida native, Greg’s roots in Palm Beach County stretch back nearly a century. His grandparents settled in the area in 1923, and he grew up in Lake Worth. He earned a Bachelor of Business Administration with a concentration in Accounting from Florida Atlantic University and later completed his Master of Taxation at the University of Denver.

Greg and his wife, Arlene, live in Wellington, where they are members of the equestrian community and operate a dressage training facility. They have two adult daughters, Hillary and Sarah Kait. Outside of work, Greg enjoys spending time outdoors, skiing, particularly in Chamonix, France and has set his sights on mastering advanced moguls.

Deeply committed to his faith and community, Greg is a graduate of the Family Church residency program, a local seminary, and is actively involved in mentoring and supporting entrepreneurs through teaching, training and personal guidance.