About

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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Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities & Advisory services offered through Financial West Group (FWG) - member FINRA/SIPC. Atlantic Financial Advisors, LLC, Registered Investment Advisor not FWG affiliated.

Securities are NOT FDIC INSURED and MAY LOSE VALUE. All written content on this site is for information purposes only. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted

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