atlantic-financial

Atlantic Financial Planning

1997 Annapolis Exchange Parkway, Suite 300
Annapolis, MD 21401


(443) 822 5615
charlie@atlanticfinancialplan.com
www.Atlanticfinancialplan.com

Services

Atlantic Financial Planning offers financial planning services only.  Investment advice is offered, but not ongoing management.  Atlantic Financial Planning will work with clients remotely.

Compensation methods accepted
Fees are charged on an hourly basis.

Required education for senior advisors in the firm
CFP®  (Certified Financial Planners)

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=159162