A complete list of active advisors currently associated with Atlantic Advisors, Inc.
Warmer can help you find a great advisor at Atlantic Advisors, Inc. or one who fits your needs even better.
Atlantic Advisors is a fee-based, state-registered investment adviser that manages retirement-focused portfolios for individual clients. Its clientele is concentrated among employees and retired employees of public school systems in Maryland and their families, with additional clients who are business owners and health care professionals. The firm constructs and manages portfolios in-house on a discretionary basis, typically favoring low-cost mutual funds and sector diversification for long-term retirement objectives. It emphasizes risk management — generally preferring funds with multi-year track records, avoiding short-term chasing of managers, shifting to money market positions when warranted, and conducting quarterly reviews with phone or in-person follow-up as needed. Distinctive operational features include a refusal to use third‑party wrap programs or outsource portfolio construction, custody of client assets held through Shareholder Services Group (clearing through Pershing), and reliance on custodial statements rather than intermediary reports. The firm has been in continuous operation since 1995 and is led by a principal with several decades of securities-industry experience and multiple regulatory licenses; it does not accept commission-based compensation or participate in brokerage-for-referral arrangements.
To learn more about the advisors currently working at Atlantic Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Milford, DE
| 4
|
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