Serving Florida first responders since 1999.

OUR WHY

A Story that Shaped Our Purpose and Perspective

For Steve Olson, founder of Atlantic Wealth Partners, the need for financial security hit close to home long before he ever considered a career in wealth management.

It was July 4th, 1991. Steve’s father, a police officer and detective – who had recently moved from the NYPD to Virginia Beach, VA – was out on patrol. A day meant for celebration suddenly unraveled into a nightmare when his car was hit by a drunk driver while on duty. The injuries he sustained were severe enough to force him into early disability retirement, leaving his family to navigate the complexities of financial survival on their own.

For a family already living modestly, the sudden loss of income was devastating. With no financial safety net in place, they struggled to make ends meet and now had to face tough decisions about their future. The experience left a mark on Steve, teaching him an invaluable lesson about the impact financial distress can have on a family.

Years later, that lesson would become the driving force, the “Why,” behind Steve’s work. Over the years, Steve has channeled this motivation into providing financial guidance that addresses the unique needs of first responders. He understands that along with the day-to-day risks and unpredictable, high-stress situations, these careers come with financial complexities that require tailored advice and careful planning.

And, while Atlantic Wealth Partners began with a focus on law enforcement, its services support all first responders, including fire rescue and support personnel – reflecting a broader commitment to those who dedicate their lives to protecting others, and a determination to give them the best chance of securing their families’ financial futures.

Our Mission

You’ve made it your mission to serve others. Our mission is to serve you – providing the support you need to make smart decisions about your financial future so you can, enjoy more, retire well, and stress less.

01

Inform & Prepare

We empower first responders with the knowledge and resources needed to navigate their financial future confidently. We strive to help them be well-prepared at every stage of their financial journey.

02

Bring Peace of Mind

We aim to eliminate the root causes of financial uncertainty and stress. We focus on supporting you in a way that provides the stability to allow you focus on what matters most to you and your family.

03

Grow & Preserve Wealth

Our approach is centered on long-term financial success and stability. We work diligently to grow and protect your wealth, aligning our strategies with your individual goals.

04

Skip the Sales Pitches

We prioritize transparency and trust. We provide objective financial guidance without the pressure of sales pitches. Our focus is on your best interests and our advice aligns with your financial well-being.

MORE ABOUT US

Meet our team.

We take a team-based approach to offer personalized financial guidance that allows you to leverage our full expertise.

Discover our legacy.

See where we started, how we've grown, and the long-standing community ties that hold us to a higher standard.

Get to know us.

Schedule a no-pressure, virtual consultation with us. It's an easy and convenient way to see if we're a good fit for you.

GET OUR FREE GUIDE:

Learn what to look for in a financial advisor with this free guide and companion checklist, designed for first responders.

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