Set sail on a financial journey rooted in trust, knowledge, and a genuine commitment to your financial well-being.
Atlantic Capital Partners - Where Integrity Meets Expertise.
At Atlantic Capital Partners, we pride ourselves on our unique team-based approach to financial advising. Our dedicated team of seasoned professionals works collaboratively to provide you with tailored financial solutions that align with your unique goals and aspirations. We believe that true success in financial planning is achieved through a client-focused atmosphere, where your needs and dreams are at the forefront of every decision we make. When you partner with us, you gain not just one advisor, but a team of experts committed to helping you secure a brighter financial future. Welcome to a new era of financial guidance, where your success is our top priority.
Financial Advice
We don’t control your spending, but we do try our best to navigate and coach you in a good financial direction.
Investment Planning
After gaining an understanding of your risk tolerance, we’ll help you build and manage a portfolio that suits you.
Locking in Your Legacy
Whether you’re leaving your business behind or a large estate, we’re here to make sure it falls into the right hands.
Charting a course for lasting success.
We’re dedicated to helping you achieve your financial goals. We believe in:
- Long-term financial security
- Prioritizing Risk Management
- Crafting personalized retirement plans that truly put your goals first
Meet The Team
Our team’s diversity equips us to empathize with the various challenges life brings, because we’ve walked those paths ourselves. This mindset of empathy has guided us since our inception and remains an unwavering truth.
Holly Rachford
Operations Team
Tina Johnson
Director of Operations
Krissy Fadely
Director of Business Development
Jennifer Compton
Operations Team
Paige Lutz
Office Manager
Taylor Edens
Portfolio Manager/ Financial Advisor
Elaine Roecklein
Financial Advisor
Matt Casey
Financial Advisor, Portfolio Analyst
M. Sean Vereen, CRPC®
Financial Advisor, Managing Director
Jason Lesnik
Financial Advisor, First Responder Advocate
Barry Fadely
Financial Advisor, Managing Director
Charles Woldenberg
Consultant
Check the background of investment professionals on FINRA’s BrokerCheck.
9219 Center Street
Manassas, VA 20110
1210 Premier Drive,
Suite 125
Chattanooga, TN 37421
9724 Kingston Pike,
Suite 305B
Knoxville, TN 37922
415 S Main Street
Woodstock, VA 22664
500 Libbie Avenue
Suite 1B
Richmond, VA 23226
Reach Us
Are you ready to sail into a financial experience rooted in trust and empathy?
Toll-free: 1-888-862-0981
Fax: 866-381-0636