We Provide evolutionary equity advice in an financially conscious world.

Focused on servicing the needs of the savvy investor, we provide the information necessary to succeed in an ever-changing Global economy. Whether seeking an environmentally responsible approach to your investments or significant growth opportunities in developing sectors, Atlantic Financial Group will strive to achieve your goals ... environmental, financial or both.

Truly Independent - not tied to any Financial Institution.
Constantly research the market using the latest technology.
Global equity advice specialists.
Free initial consultation - creating a financial plan is a collaborative process.

Atlantic Financial Group provides our clients with peerless information as timely as possible. With global services ranging from Portfolio Management to Fund Analysis, we invite anyone to grow with us.

Atlantic Financial Group is a full-service investment banking and brokerage firm offering personalized investment advice and skillful execution to private and public institutions, as well as high net worth individual investors. While we are perhaps best known for our extensive Mergers and Acquisition work, we are proudest of our tireless work building a client sensitive firm that caters to the needs of individuals.

Atlantic Financial Group also services a wide variety of institutional money managers, including mutual funds, banks, registered investment advisors, corporations and insurance companies. The firm has developed long-term relationships top portfolio managers around the world with special attention focused on information technology, biotechnology and property holdings investors.

At Atlantic Financial Group, our mission is to manage, grow and preserve the wealth of our worldwide base of high net worth clients using investment products and services. It is our commitment to those clients that the products offered by our firm have been extensively researched and developed to meet the needs of our most important asset, our clients.

We invite you to review the information contained in this site, because we know that once you fully understand who we are and how we work your only question will be how do I join.

Misson Statement

Atlantic Financial Group was founded and is operated on a set of sound financial strategies designed to maximize our corporate clients opportunities in conquering the ever-changing landscape of the global markets while increasing individual clients’ wealth by continually adapting as the markets may change.

This sensible, no-nonsense approach is seen throughout the company from our top-line decisions on down. Relying on the expertise of a core group of individuals, we work to make the lives of our clients as simple as possible. We strive throughout the organization to never face situations when there is not a member of the team that has the background, expertise and knowledge to not only face any challenges we may face but to see them coming so as to be acting to changes rather than reacting.

We firmly believe that the only way for an organization to fully understand the diverse nature of today’s markets is through the employment of an equally diverse group of core individuals. It is the firm commitment of Atlantic Financial Group to continue to search out staff that can add the needed filter to the Tlantic Financial Group lens so that our view of the world is as clear as possible. It is only with this commitment that we can offer our clients the attention and understanding that their demand and rightly deserve.