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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.

Many of my clients work for the Federal Government.

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

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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.

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One time project or on an ongoing basis.

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No Minimums

There are no net worth or income minimums.

My Approach