Global Wealth Management
and Financial Planning for Individuals

Atlantic Financial provides Global Strategies for a changing world.

We believe that investors should have portfolio’s designed to reflect the changing face of the global economy.

We help individual and corporate investors with financial services including:

	Financial Planning		Money Management
	Bonds		Mutual Funds
	Tax Planning		401k and IRA Rollovers

When you open a new account with Atlantic Financial, you receive objective advice from a wealth management professional.  You are able to invest in managed accounts from thousands of money management firms, alternative investment sources, stocks, bonds, CDs, and over 18,000 mutual funds within one convenient umbrella.

Atlantic Financial's services include the latest wealth management and financial planning tools. We do not charge for the initial consultation.

Atlantic Financial's services are ideally suited for investors with over $1,000,000 in assets. Our account minimum is $100,000.

To open a new account, choose one of these methods: Apply online Download an application Transfer Accounts Ask Questions		IRA Accounts 401k Rollover IRA Rollover Financial Plan Save for College Mutual Funds