OUR STORY
Built on Vigilance and Care
Overlooking the Pacific in West Newport Beach stands Tower 68, the inspiration for our name and the place where our founder Ken South served as a lifeguard from age 16 to 24. Those years on the stand shaped a disciplined approach built on vigilance, preparedness, and steady judgment, principles he continues to carry into his work today.
That early standard carried into Ken’s career in financial services. In 2021, he launched Tower 68 Financial Advisors to better serve clients through an independent model, naming the firm in honor of his years on Newport Beach. Tower 68 was built on the success of The South Group, the boutique firm Ken founded in 2006, where personalized investment advice, strategic analysis, and portfolio management became the foundation of the client experience.
Like the ocean, life and markets are always in motion. The team at Tower 68 provides calm, steady guidance, focused on our clients and serving evolving financial needs with experience, perspective, and clarity.
MEET OUR TEAM
100 + YEARS OF EXPERIENCE
We are seasoned professionals focused on bringing you the highest level of personal attention, service, and trust. We have the experience and skills to understand your needs and will help develop a strategy designed specifically for you. We complement and collaborate with your circle of advisors – including accountants, legal advisors, business managers, and insurance professionals.
CLIENT-FOCUSED
We sit on the same side of the table as our clients and provide advice based on a complete understanding of your needs. Creating long-term relationships built on trust is our ultimate goal. Focusing on a select number of clients allows us to devote the necessary time and understanding to help each client address the financial challenges that can accompany great wealth.
TAILORED INVESTMENT PROCESST
We customize our relationship to your personal financial situation and goals. Based on the information regarding your investment objectives, risk tolerance, and current financial position, our team custom-designs portfolios that are carefully allocated, with the intent to grow faster than inflation, while preserving principal. We also work with clients to address estate, insurance, and tax strategy issues.