Atlantic Investment Partners, Inc. works with individuals and their families, providing independent, fee-only investment advice, specializing in the areas of retirement and college planning.

Thank you for visiting our site.  Please learn more about our strategic relationships and how our clients benefit from a team-based, holostic approach combining our expertise with those of your trusted advisors and other industry experts.

Our Corporate Workshop Program is packed with concepts, strategies and techniques to effectively guide your employees through the entire retirement and/or college planning process.These workshops can be presented in a group setting, live at your facility with each attendee given the opportunity to meet one-on-one with a professional advisor to discuss their personal situation.

Under the Atlantic Investment Partner, Inc. umbrella our clients have access to Fidelity Institutional Wealth Services, Sentinel Benefits and Financial Group, and College Planning Strategies, LLC in addition to a trusted list of estate planning attorneys, insurance professionals, accountants and others.

                                  Work directly with a qualified, trusted advisor who knows and understands all your hopes and dreams

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