Atlantic Wealth Partners, LLC

Atlantic Wealth Partners, L.L.C. is an SEC registered investment advisor founded in 2017 by Stephen T. Olson, offering wealth management, financial planning, and investment advisory services. Acting as a fiduciary, the firm prioritizes clients' best interests, tailoring services to individual needs. Private Wealth Management (PWM) Services are a key offering, combining portfolio management and financial planning. Clients typically grant discretionary authority to manage their accounts, with a focus on long-term relationships and goal-driven strategies. Pension Consulting Services are also available for employee benefit plans. The firm recommends a range of investments, including stocks, bonds, mutual funds, ETFs, and more, with a focus on value-driven decisions and asset allocation strategies. Schwab is the recommended custodian for client accounts, providing execution services and custody. The firm does not engage in performance-based fees, side-by-side management, or accept authority to vote client securities. Clients are encouraged to review account statements and engage in regular reviews with the firm. Atlantic Wealth Partners does not have any financial conditions impairing its ability to meet obligations.