About Atlantic Financial

About Atlantic Financial

Atlantic Financial strives to help investors understand and benefit from the changes in our global economy.

Atlantic Financial serves individuals, financial advisors and institutional investors.


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Atlantic Financial clients may have assets directly at investment or mutual fund companies or, through brokers and major clearing firms:

Atlantic Financial was founded in 1994 and is based in Massachusetts.

Our clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals throughout America and the world.

Atlantic Financial strives to provide access to investment strategies that reflect the changing face of our global economy.

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Who We Are

Atlantic Financial was Founded in 1994. We are based outside of Boston, MA. Our clients include corporations, institutional investors and individuals throughout America and the world. Atlantic Financial strives to provide efficient and cost effective service.
We help individual and corporate investors with financial planning, mutual funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs, portfolios and more. We offer free advice, quotes and financial research.
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Expertise and Objectivity
Because Atlantic Financial has no management ties to specific money managers or mutual fund companies, we are able to remain objective in our recommendations. For corporate retirement plans, Atlantic Financial serves as an additional buffer between plan trustees and their mutual fund or money management company. This serves to provide companies with a place to turn regarding problems that may arise. This also assists the plan in compliance with legal issues such as the investment aspects of the ERISA laws. Atlantic Financials clients can access money management firms and mutual fund companies which include nearly all of the nation's top firms.
Our Wealth of Resources
Atlantic Financial client assets, including 401k assets, can be held by a major clearing firm and be backed by their insurance coverage.
We feel that the excellent resources, technology and stability of our partners provide our clients with the best of both worlds: the stability and peace of mind they receive from working with an industry leader, and the personalized services they expect from a smaller firm.

Services We Offer

Corporate Corporate 401k Plans
Wealth Management and Managed Accounts
Financial Planning
Asset Management Performance Service Engagement Programs
Equities Trading and Management
Money Management Firm Selection and Monitoring
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Our Investing Affiliates

Atlantic Financial clients are able to invest with several mutual fund companies, money management firms and trust companies, giving you an extremely large selection of investment options.

Included in our list of mutual fund offerings are some of the following companies:
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Atlantic Financial is an independent investment company based outside of Boston MA.
We were founded in 1994 as one of the first companies of any kind in the Internet to offer full service investment advice.

Through various brokers we offer investment services covering stocks, bonds, mutual funds, CDs, managed accounts and over 18,000 mutual funds.

We serve governments, institutional and corporate investors, individuals and families.
We provide a variety of financial, investment allocation and economic strategic advice and service.

What makes us different:

Atlantic Financial offers the benefits of both a large infrastructure and support of international industry leaders with the one on one customer service and specialization you would expect from a specialist boutique.
We also focus on the big picture issues with the changing face of the global economy and our world and how they affect our clients.

There is no such thing as a free lunch for investors

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Atlantic Financial is a Norwell MA based Financial Advisor, happy to serve clients locally as well as globally.

Atlantic Financial helps law firms offer investment services to their clients - see our law firm investment services information or visit Trustark Law Firm Investment Registration Services for more information.

Fraud Warning: Beware of fraudulent parties posing as Atlantic Financial or other legitimate investment firms