A complete list of active advisors currently associated with Liberty Atlantic Advisors

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

Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and sub‑advisory services. The firm reports managing roughly $186 million across about 137 client relationships and typically applies a minimum account size for new client engagements. The firm’s investment approach centers on fundamental analysis and longer‑term portfolio construction, using diversified allocations that may include bonds, equities, ETFs, REITs and alternative investments, and adapting strategies for special situations such as low‑basis stock, stock options, legacy holdings, inheritances, or closely held businesses. Management is primarily discretionary, and the firm also employs third‑party sub‑advisers for specialized strategies while conducting periodic due diligence on those relationships. Distinctive aspects disclosed in the brochure include a material non‑U.S. client presence and explicit limitations the firm may impose on servicing clients outside the United States due to custodial and tax considerations, plus recent material changes to its registration status. The firm also holds a minority ownership interest in a CPA firm, notes principals who are licensed insurance agents and an attorney on staff (not currently practicing), and describes processes for disclosing and managing the conflicts those affiliations can create.

To learn more about the advisors currently working at Liberty Atlantic Advisors, 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.