We work with high net-worth families to increase their income, reduce income-tax, and leave more to their family and/or charities when they die

We are dedicated to providing investment management and strategic wealth planning to you. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

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Advisory Services through Atlantic Financial Advisors, LLC (AFA), a Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC AFA and IFG are not affiliated entities. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.

The registered representatives associated with this website may only discuss securities or transact business with persons who are residents of CT, FL, KS, MI, MN, NV, NY, NC, TX, UT, VA.

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