Atlantic Wealth Partners is joining Mariner

Moving forward

Atlantic Wealth Partners will join Mariner effective June 30, 2026.

This transition brings together two firms that share a commitment to personalized advice, long-term relationships and helping clients navigate the complexities of wealth. Clients will continue working with the same Atlantic Wealth Partners team while benefiting from the additional resources and support available through Mariner.

What this transition means for you

The advisor relationships, planning approach and commitment to personalized service that clients have come to expect will remain unchanged.

As part of Mariner, Atlantic Wealth Partners clients will have access to a broader range of resources, specialized expertise and integrated wealth solutions designed to support evolving financial needs.

The transition is intended to be seamless, with continuity of service remaining a top priority.

Protecting your information

Protecting client information remains a top priority throughout the transition.

Mariner is an SEC-registered investment adviser and maintains policies and procedures designed to safeguard personal information. Client information shared as part of the transition will continue to be handled in accordance with applicable privacy and regulatory requirements.

Additional information is available in Mariner’s Form CRS, Form ADV Part 2A and Privacy Notice.

Looking ahead

Joining Mariner strengthens our ability to serve clients with expanded capabilities while maintaining the personalized relationships that have always been at the heart of the Atlantic Wealth Partners experience.

The focus remains the same: helping clients pursue their financial goals with confidence through trusted advice, comprehensive planning and long-term partnership.