A complete list of active advisors currently associated with Atlantic Financial Management LLC

Warmer can help you find a great advisor at Atlantic Financial Management LLC or one who fits your needs even better.

Atlantic Financial Management LLC provides discretionary investment management, wealth management and financial planning services to individual and high‑net‑worth clients, including portfolio construction, ongoing supervision and periodic financial plans. As of December 31, 2025 the firm reported approximately $11,000 in discretionary assets under management and does not place client assets into wrap fee programs. The firm’s investment approach is typically long‑term and focused on diversified, low‑cost mutual funds and ETFs, though it may also use individual stocks, bonds and structured products as appropriate; research incorporates both fundamental and technical analysis. Atlantic Financial implements client portfolios on a discretionary basis, permits reasonable client investment restrictions, and has updated its billing practices to include advisory fees for 529 college‑savings accounts. Noteworthy aspects of the firm include its very small scale and single‑advisor structure, managing a modest asset base with one principal, which differs from larger investment managers in the category. The principal is also a licensed insurance professional who spends roughly 10% of monthly time on insurance sales, and the firm participates in an institutional platform (Schwab Advisor Services) from which it receives certain economic and operational benefits.

To learn more about the advisors currently working at Atlantic Financial Management LLC, 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.