A complete list of active advisors currently associated with Atlantic Wealth Partners, LLC

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

Atlantic Wealth Partners provides discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, pension plans, and business entities. Services described in the brochure include ongoing Private Wealth Management (combining portfolio management and planning), pension consulting for plan sponsors and fiduciaries, and implementation coordination with third‑party professionals. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, use of mutual funds, ETFs, individual equities and fixed income, and allocation to independent third‑party asset managers via an “overlay management” feature. Atlantic Wealth Partners typically manages accounts on a discretionary basis, monitors portfolios regularly, and supplements in‑house management by recommending TPAMs and core‑satellite allocations to pursue client objectives. Distinctive features disclosed in the brochure include the firm’s role as sponsor/manager of private pooled vehicles through Fund Management Affiliates (for example, RE Income Fund GP, LLC), which creates potential conflicts of interest and subjects those funds to independent annual audits and additional custody-related disclosures. The firm also pays cash compensation to third‑party endorsers for testimonials (“Promoters”) and discloses those arrangements, and certain representatives hold insurance and real‑estate licenses and may recommend private placement life insurance and other products that generate separate compensation.

To learn more about the advisors currently working at Atlantic Wealth Partners, 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.