A complete list of active advisors currently associated with Atlantica Investment Partners
Warmer can help you find a great advisor at Atlantica Investment Partners or one who fits your needs even better.
Atlantica Investment Partners provides discretionary investment management to individuals and high‑net‑worth clients and also offers modular, consultative financial planning and consulting services. The firm operates on a fee‑only basis, charging asset‑based investment management fees and offering negotiable fixed fees for standalone financial planning engagements. Portfolios are constructed in‑house rather than through outside managers and the firm says it applies Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis when selecting investments such as stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. Accounts are managed on a discretionary basis and customized to each client’s goals, risk tolerance, time horizon, and tax considerations, with clients able to impose reasonable restrictions. Compared with peers that lack active registered advisors, Atlantica’s combination of providing direct portfolio management for individuals and offering fixed‑fee financial planning is statistically uncommon, and the firm does not serve as a private fund adviser. The adviser is newly established and sole‑owned, reported zero assets under management at the time of filing, maintains limited custody only to facilitate fee deductions, and generally recommends Charles Schwab while disclosing it may receive non‑monetary support services from that custodian.
To learn more about the advisors currently working at Atlantica Investment Partners, 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 |
|---|---|---|
Tinton Falls, NJ
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)