High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
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Like other financial advisors Scott offers access to stocks, bonds, funds, and money management, but also all types of annuities, and exposure to non-correlated alternative Assets, like what some of the largest endowments like those at the universities of Yale & Harvard, use as they seek to reduce risk and improve overall returns. Scott also offers access to many FDIC insured investments that are like conventional CD's but are designed to pursue greater growth potential while still keeping FDIC protection. There are also Closed-end Funds which are designed to offer growth potential and be income producing. At Atlantic Financial Advisors each customer is treated as a unique individual with individual needs and goals which requires designing customized plans with YOUR goals in mind.
I put my client's interests ahead of mine. Full service financial planning, investing, building wealth and protecting your wealth; estate considerations, temporary and permanent life insurance, long-term care insurance, and life insurance with long-term care options; financial planning, college savings, cash management, business retirement plans, and individual retirement solutions. Our focus areas are estate and legacy strategies, retirement savings strategies, insurance and annuities, retirement income strategies, college savings, business retirement plans, and rainy day funds. I am certified as a Charter Retirement Planning Counselor®.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients interests first. Our goal is to provide the right structure and a home for every financial advisor and every client.
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Have you ever wondered who your financial advisor really works for? As a independent financial advisor, I work strictly for you, I work strictly for you. I work hard to build a relationship of trust by providing thoughtful, professional guidance and placing your interest first.
