Our Firm

The Atlantic Planning Group Team Photo

Atlantic Planning Group has more than two decades of experience in wealth management, building custom-tailored financial plans and solutions with a high level of competency and integrity for our high net worth clients and business owners.

Our distinct approach delivers the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. Our process provides a 360° view of where you are today to determine how to achieve your goals tomorrow. We work closely with our clients and their advisors to develop an integrated plan and ensure all planning items – both tactical and fundamental are developed, executed, reviewed and monitored. The ultimate goal is your peace of mind – getting you to see the next phase in your life and to better manage your wealth and your business. That’s our advantage.

At Atlantic Planning Group, the foundation of our firm revolves around three key elements: our mission, our objectives and our unwavering commitment to each and every client.

Our Mission Statement

To build long-term relationships by continually adding value and deliberately exceeding expectations.

Our Objectives

Clarify your goals so you can make confident decision.

Customize your plan with tailored solutions – always managed, always monitored.

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. Our Advantage.