Independent, fee-only
financial planning firm
I started Atlantic to provide financial solutions grounded in academic research at an affordable hourly rate. My goal is to help you achieve the highest sustainable standard of living.
Many of my clients work for the Federal Government.
Fiduciary
I've been accepted as a Real Fiduciary™ by the Institute for the Fiduciary Standard. Learn more.
Hourly
I don't manage money. All work is performed at an hourly rate of $250. I do not receive compensation from any other source. I don't sell products.
Flexible
One time project or on an ongoing basis.
No Minimums
There are no net worth or income minimums.