Atlantic Financial

  • Your Financial Citadel

    Design and Construct your Organized, Future-Ready Fortress, Built for a Changing Global Economy

    Founded in 1994, Atlantic Financial is a Registered Investment Advisor firm focused on the changing world and helping clients build a Financial Citadel. Your Financial Citadel is your wealth fortress including structures, risk protection and plans to achieve your wealth goals.

    We help clients understand change in the world and how to profit and avoid risk. We help people organize their financial lives and create strategies to meet their goals.

Building Your Financial Citadel

We help you build a personal citadel. That means protecting your assets, defending your privacy, and securing your legacy. We organize your wealth into flexible accounts and wallets, and guide you through a changing world with strategies built to last.

What we believe

  • Debt is overused and underappreciated as a risk factor.
  • Sound money matters. Fiat is a melting ice cube.
  • Freedom and free markets drive prosperity.
  • Decentralization empowers individuals and resists centralized control.
  • Equities build wealth. Stocks are a powerful way to share risk and reward.
  • We maintain a global outlook, informed by demographics, geopolitics, and macro trends.
  • We practice value investing by finding real companies, with real earnings, at fair prices.

Founder, Bruce Fenton, has over 30 years of experience as a financial professional and has been at the forefront of many changes in the global economy.

Bruce started his career in 1992 as a stockbroker at Dean Witter, later Morgan Stanley. In 1994 he founded Atlantic Financial. He has worked as an advisor to one of the world’s largest charities, a top ten global private equity firm and other large investors.

Bruce has gained a unique understanding of how the world works. He has had a front row seat to many economic trends and changes of recent years. He was an early internet investor, early in investing in the growth of the UAE and one of the earliest professional Bitcoin investors.

Our unique understanding of the real global finance system, with all its problems, has allowed us to avoid financial pitfalls and profit from change.

Atlantic Financial is positioned to take advantage of the real opportunities in our world. We help clients level up their wealth planning and strategy.