Your Faithful Stewards

Financial guidance to set you on the path to a more fulfilling life.

The Freedom to Live Inspired

Your values inspire how you live. Shouldn't they also inspire how you invest?

At Atlantic Wealth Management, we help people take action in pursuit of meaningful living and generous giving through wise financial counsel. As catalysts in the lives of our clients, we initiate conversations and establish plans that inspire purpose and generosity. We are the firm of choice for families who seek to make a difference with their money and their life.

A Higher Purpose for Your Wealth

We empower our clients to be part of something larger than themselves. We work with our clients to understand what is most important to them, create a comprehensive plan aligned with their faith and values, implement that plan, and provide ongoing advice and counsel.

Watch Our Story

Discover the core values of Atlantic Wealth Management and our passion for helping clients live inspired.

What We Do

We help individuals and families organize their financial life, navigate market uncertainty, and plan for the future – all while upholding their core values

Financial Planning

Develop an ongoing, comprehensive plan that analyzes your financial picture and create strategies to achieve your short- and long-term goals while providing confidence and security around your financial future.

Investment Management

Create and implement a customized investment strategy aligned with your goals, risk tolerance, and values.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Retirement Planning

Evaluate your current financial standing and create an accumulation strategy to pursue your desired retirement lifestyle.

Charitable Planning

Facilitate giving and establish strategies to impact the causes and organizations that inspire you.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Who We Are

Our firm is built on a foundation of faith and biblical principles. The things that truly matter to us are serving clients with a missional focus and helping individuals and families take action on what is most important to them.

Meet Our Team

See What Our Clients are Saying

At Atlantic Wealth Management, we care deeply about building lasting client relationships. Read some of the client testimonials we have received.

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See Our Testimonials

What’s Your Risk Tolerance

In order to build and maintain a portfolio that truly works for you, it is necessary to understand your risk tolerance. We encourage you to complete our risk questionnaire so we can better serve your needs.

Tell us by what percentage do you expect your portfolio to grow annually over the next 10+ years?

1-2%

2-4%

4-6%

6-8%

>8%

Take Risk Assessment

The Freedom to Live Inspired

We are committed to being your most trusted advisors and guiding you toward leading a more fulfilling life.

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