Of Fiduciaries and Financial Advice
The advisors at Atlantic Wealth Consultants are bound to the fiduciary standard which means we have the highest duty and are ethically bound to act in the your (the client’s) best interests.
In short, we put our client’s interests above their own. Our loyalty and care – our advice – must be in your best interest. We must be sure our investment advice is made using accurate and complete information based on a as thorough and as accurate analysis as possible avoiding conflicts of interest.
The advisors at Atlantic Wealth Consultants are bound to the fiduciary standard – which means acting in the client’s best interest when using goals and values-based financial planning as well as investment planning.
Our comprehensive fee-based investment planning includes written plans, retirement planning, college planning, estate planning, tax efficiency, succession planning, behavioral investment counseling.
Meet Our Team
Peter Miralles, CFP®, CIMA®, EA
Carla J. Kesterson, CFP®
Steve Flanigan, MBA
Mark A. Lamprecht, MDiv
Financial Advisor, SmartVestor Pro
1843 Peeler Rd, Suite C
Atlanta, GA 30338
info -@- awc2.com