A Customized Approach to Wealth Management
MidAtlantic Capital Management, Inc. is an independent Registered Investment Advisory firm providing customized investment management for individuals, IRAs, and institutions including retirement / 401(k) plans, corporations, endowments, and foundations.
Long-Term Track Record: Founded in 1992, MidAtlantic has a long-term track record of guiding clients through a variety of market conditions.
Personal Service: Our advisors will work closely with you to understand your specific investment circumstances and needs. MidAtlantic’s portfolios are individually managed according to each client’s goals, income needs, risk tolerance, and tax consequences.
Objectivity and Independence: As a fee-only, independent Registered Investment Advisory firm, MidAtlantic does not accept commissions, referral fees or any other third party fees. Since we do not sell investment products or receive commissions, our goals and objectives are always aligned with those of our clients.
Transparency and Accountability: MidAtlantic does not take custody of client assets. All assets are held in separate custodial accounts, ensuring transparency and accountability.
We welcome your interest in our services. Please click on the link above to provide your name,phone number, and email address and a representative of MidAtlantic Capital Management, Inc. will contact you.
If you prefer to contact one of our Principals directly, their individual email address is available on the biography pages.