A complete list of active advisors currently associated with Atlantic Retirement & Wealth Advisors LLC

Warmer can help you find a great advisor at Atlantic Retirement & Wealth Advisors LLC or one who fits your needs even better.

Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates and retirement plans across multiple states. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including 3(21) fiduciary support and participant communication and education for employer-sponsored plans. The adviser generally follows a long-term, fundamental-analysis approach while tailoring asset allocation and portfolio construction to each client’s goals and risk tolerance and providing continuous monitoring. Portfolios may include ETFs, mutual funds, REITs, individual securities and bonds, and the firm may employ options, margin or nontraditional ETFs (including leveraged or inverse funds) and shorter-term trades when deemed appropriate to meet client objectives. Compared with peers of similar size, the firm is notable for combining one-advisor scale with meaningful retirement-plan work and assets under advisement, including on-site participant education, benchmarking and plan monitoring. The principal’s background in institutional operations and compliance informs the firm’s operational practices, and the adviser manages accounts through institutional custodial relationships while avoiding custody of client assets except for authorized fee deductions.

To learn more about the advisors currently working at Atlantic Retirement & Wealth Advisors 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.

Name	Location	Years of experience
Patrick Sheppard	Johns Island, SC	11

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