Atlantic Financial Advisors, LLC is a financial advisory firm based in Melbourne, Florida. Its stated mission is to make informed financial guidance accessible and to help clients plan for the futures they want, with an emphasis on retirement preparation. The firm describes its approach as personalized, using each client’s goals, circumstances, and risk tolerance to shape a financial roadmap.

Services include investment management through fee-based accounts, with actively managed options available for accounts starting at $25,000. The firm also provides guidance on retirement income strategies, including fixed, variable, and immediate annuities, which may offer lifetime income and other contract benefits subject to the insurer’s financial strength and claims-paying ability. Additional areas include Roth conversions, life insurance, long-term care planning, and evaluating whether existing policies, annuities, or income streams could be sold or converted.

Atlantic Financial Advisors also offers educational resources, including articles, videos, calculators, newsletters, and seminars. Its website covers topics such as FDIC insurance, estate considerations, and online privacy, supporting clients as they explore financial decisions.