Experience

Atlantic Planning Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder and Managing Partner

  • Jan 1997 - Present

  Atlantic Planning Group is a registered investment advisory firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial plans with a high level of competency and integrity for our clients. Our Mission To build long-term relationships by continually adding value and deliberately exceeding expectations. Our Objectives - To clarify your goals so you can make confident decisions - To customize your plan with tailored solutions – always managed, always monitored - To develop a long-term relationship to grow trust, loyalty and value Our Commitment - To help you organize and simplify your complex lives. - To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. - To get you to see the next phase in your life as your wealth and business grow. Show less