We started Wealth Plan Atlantic with a simple idea: financial advice should be personal, not transactional. Too many people were being sold products instead of being offered a real plan — and we knew people better.

Our roots are here. We grew up on the East Coast — where people work hard, value their communities, and take care of each other. We built this firm to reflect those same values: honesty, transparency, and putting people first.

From day one, our mission has been to help clients create a financial plan that reflects who they are and what they care about. For some, that means turning the sale of a business into a reliable retirement income. For others, it’s knowing their family will be protected no matter what the future brings. Whatever your story, we’re here to help you write the next chapter — with clarity, confidence, and a plan you can trust.

But our story isn't just about helping clients — it's also about building the right kind of firm. Wealth Plan Atlantic was designed to be advisor-centric from the beginning. We believe great planning happens when experienced people come together with a shared purpose. Our “all hands on deck” mindset means every advisor, planner, and team member contributes their strengths — not in silos, but as a unified crew. That culture of collaboration trickles down into every client experience. It’s how we stay sharp, solve complex problems, and uncover opportunities that might otherwise be missed.

Because we’re not just helping you manage money — we’re helping you live the life you’ve worked so hard to build.