Atlantic Financial Inc.

Atlantic Financial strives to provide access to markets, investment and wealth management strategies that reflect the changing face of our global economy. Our clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals throughout America and the world.


What we do
Atlantic Financial helps individuals, families, corporations and governments invest and protect their assets based on their goals and on the changes in the global economy.

Examples of who we serve:
- Individuals and family offices who need asset management and investment advice and execution.
- Retirees and pre-retirees who need to roll over 401k and IRA accounts
- Governments and sovereign wealth funds who need investment execution and targeted economic advice and introductions
- Investment firms, professionals, banks and funds who need execution and specialized services
- Corporations who invest, need cash management or assistance with corporate pension and 401k plans

Expertise and Objectivity

Because Atlantic Financial has no management ties to specific money managers or mutual fund companies, we are able to remain objective in our recommendations. For corporate retirement plans, Atlantic Financial serves as an additional buffer between plan trustees and their mutual fund or money management company. This serves to provide companies with a place to turn regarding problems that may arise. This also assists the plan in compliance with legal issues such as the investment aspects of the ERISA laws. Atlantic Financials clients can access money management firms and mutual fund companies which include nearly all of the nation's top firms.

Our Wealth of Resources

Atlantic Financial client assets, including 401k assets, are held by major clearing firms and be backed by insurance coverage from the SIPC as well as supplemental coverage depending on the clearing firm.

We feel that the excellent resources, technology and stability of our partners provide our clients with the best of both worlds: the stability and peace of mind you receive from working with an industry leader, and the personalized services you expect from a boutique firm.

Fee-based or Commission-based Asset Management

Our Investing Affiliates

Atlantic Financial clients are able to invest with several mutual fund companies, money management firms and trust companies, giving you an extremely large selection of investment options.

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Understanding the Changing Face of Our Global Economy