Serving Florida first responders since 1999.†
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Let's make retirement work for you.

Retirement marks a significant transition—from earning a paycheck to relying on your savings and investments for income. AWP’s customized wealth and investment management strategies are designed to support your financial stability over the long term.

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FOCUSED ON FLORIDA FIRST RESPONDERS

There are 300,000+ independent financial advisors in the US. How many work almost exclusively with Florida first responders?

AWP has provided those who serve our local communities with expert guidance and personalized strategies since 19991.
1 As the Center for Wealth Planning from 1999-2017. †As of 4/1/2024.
First Responder Families Served†
0 +
First Responder AUM/AUA†
$ 0 m+
WHO WE SERVE

You're a retired first responder, or planning to retire soon.

You have (or expect to have) $750k+ in DROP, FRS investment or deferred compensation 457(b) savings.

And you have questions…

"When will I be able to retire? Or, will I ever?"

"How can I turn my investments into a paycheck?"

"How can I minimize my taxes before I retire?"

"How can I maximize my pension benefits?"

"Do my investments make sense for my lifestyle goals?"

"How can I secure my family's financial future?"

KNOW WHERE YOU'RE GOING

Get the answers you need so you can enjoy the road ahead.

We make it easy for Florida first responders to evaluate their financial health and retirement readiness to make informed decisions for their future. Here’s how you can do it:

Get a free assessment and see where you stand.
AWP provides Florida first responders with a free retirement assessment that includes a free Pension Max Analysis, Portfolio Review, and Tax Return Analysis, and an opportunity to for one-on-one retirement Q&A with our experts.
Start Here
01
Think about it.
Your assessment will provide valuable insight into where you stand in terms of financial health and, if you're preparing to retire, your readiness for a major life transition. Take some time to think about this new information and allow it to inform your next steps.
02
Hire us. Or don't.
It's up to you. If you wish to receive, personalized guidance from our team of experts for wherever life takes you, we'll begin on the path to a long-term partnership. If not, we'll do our best help you direct you towards a better fit.
03

Ready for Step 1?

Get the ball rolling on your free assessment today.​

Let's do this
ABOUT US

Helping Florida first responders retire well since 1999.

Atlantic Wealth Partners (AWP) has built a legacy of trust and expertise in financial planning for over two decades. Our deep understanding of the unique challenges faced by first responders has allowed us to provide tailored retirement and financial planning solutions.

Our legacy is rooted in dedication, longstanding relationships, personalized service, and a deep commitment to supporting the financial well-being of those who serve our communities. See the history of our firm and how we have been catering to the needs of Florida’s First Responders since 1999 here.

Learn more about us

When you work with Atlantic Wealth Partners, you get more than just an advisor – you gain a team of seasoned professionals that are held to a higher standard of financial planning and estate planning, working to guide you through your financial journey with the respect and integrity you deserve. 

Get a free Retirement Assessment.

Find retirement answers, get a pension max analysis, and have our experts review your investment portfolio and tax returns.

Start here

Schedule a free consultation.

Schedule a meeting with us to see if our team is the best fit to support your financial goals.

Let's talk
THE DIFFERENCE IS CLEAR:

What Sets Us Apart

As a true fiduciary, Atlantic Wealth Partners is dedicated to providing expert, independent financial advice, with a special focus on Florida’s first responders and their families.

What You Get:

  • Experts on Florida First Responder Retirement
  • Transparent Pricing
  • Customized Retirement Advice
  • Fiduciary Financial Advisor

We Will Never:

  • Charge Hidden Fees
  • Outsource your investment management to others
  • Recommend cookie-cutter solutions
  • Hide conflicts of interest

FREE RESOURCES

Explore Our Library of Financial Planning Tools & Guides

Designed for Florida first responders. Powered by AWP.

Retirement Planning
Secure Your Family’s Financial Future
Retirement Planning
Maximizing Your FRS Pension & DROP for Florida’s Special Risk Employees: A Guide for First Responders
Healthcare
Covering Healthcare Costs in Retirement: A Guide for Florida Retirement System Members
Investments
Turning Investments into a Retirement “Paycheck”
Browse all resources
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© 2024 Atlantic Wealth Partners LLC. All Rights Reserved.

Atlantic Wealth Partners, LLC (CRD No. 289440), is an investment advisor registered with the United States Securities and Exchange Commission. The use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available here.

All information, statements, and opinions (and/or hyperlinks to third-party websites containing the same) referenced herein have been obtained, derived, and/or provided from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same and are not responsible for errors or omissions in materials on third-party websites. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment. Advisory services and advisor-client relationship commence only upon the execution of a written investment advisory agreement.

†Serving Florida’s First Responders since 1999 as the Center for Wealth Planning from 1999-2017, and continuing our commitment henceforth as Atlantic Wealth Partners.

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By submitting this form, you agree to receive emails from Atlantic Wealth Partners, LLC. You can unsubscribe from these emails at any time by using the link at the bottom of every email.