![]() ![]() (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. We are committed to offering the best solutions for your situation with thoughtful, objective advice.Ĭertified Financial Planner Board of Standards, Inc. We look forward to understanding the challenges you face and working together to identify and implement customized strategies. Above all, we are passionate about our work and believe that trust is paramount to building enduring and mutually-rewarding relationships. ![]() This unique blend of local expertise and global capabilities enables us to deliver holistic wealth management services and advanced investment solutions to a broad range of clients, including public and private corporations, nonprofit institutions and family offices.Īt The Atlantic Group, we specialize in delivering tailored advice and forward-thinking ideas that address your specific circumstances. ![]() We provide a deep and world-class suite of offerings – a distinct alternative to other investment consulting firms.Īs longstanding members of Graystone Consulting, we combine the vast resources of a premier global powerhouse with the personalized service of experienced wealth management consultants who have spent their entire careers advising individuals and institutions in Florida and across the country. ![]()
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