A complete list of active advisors currently associated with Atlantic Coast Financial
Warmer can help you find a great advisor at Atlantic Coast Financial or one who fits your needs even better.
The firm provides discretionary investment management and financial consulting to individuals, high‑net‑worth clients, small businesses, trusts and estates, managing roughly $59.7 million in client assets across 248 client relationships. Services include customized portfolio construction using low‑cost mutual funds, ETFs, fixed income and equities, ongoing supervision, and retirement account advice including ERISA/IRA considerations. Its investment approach combines fundamental and technical analysis with a primarily long‑term orientation while permitting shorter‑term trades for rebalancing, tax or client liquidity needs; portfolios may retain legacy positions for tax or fit reasons. The firm also offers hourly financial consulting and generally directs custody and execution to a recommended qualified custodian on an institutional platform. Notable distinctions include an unusually high client count per advisor — more than 200 clients per advisor — a level that is uncommon among peers and may inform expectations about contact frequency and service delivery. The firm’s principal maintains a separate insurance practice (about 10% of time) and the firm receives institutional‑platform benefits from its recommended custodian; both arrangements are disclosed as potential conflicts of interest for clients to consider.
To learn more about the advisors currently working at Atlantic Coast Financial, 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 |
|---|---|---|
Kennebunk, ME
| 15
|
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