Atlantic Wealth Planning Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Dan Dougherty

MBA

Financial Advisor

Visit Dan Dougherty's website

Warren Charles Spencer

Financial Advisor

Visit Warren Charles Spencer's website


Team

Jodi Strid

Client Relationship Manager