A complete list of active advisors currently associated with Atlantic Financial Management LLC

Warmer can help you find a great advisor at Atlantic Financial Management LLC or one who fits your needs even better.

The firm provides investment advisory and wealth management services to individuals and high-net-worth clients, offering discretionary portfolio management, retirement account advice, and comprehensive financial planning. Portfolios are typically built using low-cost, diversified mutual funds and ETFs, with the option to include individual stocks, bonds, structured products, or legacy holdings when appropriate. The advisor generally follows a long-term, client-specific approach informed by both fundamental and technical analysis, tailoring asset allocation and portfolio construction to each client’s goals, risk tolerance, and time horizon. Accounts are monitored on a regular basis with the ability to rebalance, implement cash positions or shorter-term trades for tax or liquidity needs, and to accept reasonable client-imposed investment restrictions. Noteworthy aspects of the firm include its recent establishment and very small discretionary asset base, along with the principal’s concurrent outside activities — including licensed insurance sales (approximately 10% of the principal’s time) that can generate commission income and the addition of direct online merchandise sales (disclosed as a recent business activity) — both identified in the brochure as potential sources of conflict. The firm also maintains an institutional relationship with a major custodian platform that provides technology and other economic benefits to the advisor; these arrangements and related disclosures are described in the firm’s policies.

To learn more about the advisors currently working at Atlantic Financial Management LLC, 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.