facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Atlantic Financial Planning

achieve the highest sustainable standard of living

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.


icon person

Fiduciary

I've been accepted as a Real Fiduciary™ by the Institute for the Fiduciary Standard.  Learn more.

icon clock

Hourly

I don't manage money. All work is performed at an hourly rate of $225. I do not receive compensation from any other source. I don't sell products.

icon gears

Flexible

One time project or on an ongoing basis.

icon hand with money

No Minimums

There are no net worth or income minimums.


My Approach