FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Atlantic Capital Advisors, a wealth management firm headquartered in Fort Lauderdale, recently announced expansion into five key markets across the Southeast. In addition to their Fort Lauderdale headquarters, Atlantic Capital added branch offices in Boca Raton and Tampa, Florida. The firm also announced branch office openings in Austin, Texas, and added branches in Memphis and Knoxville, Tennessee. The opening of these offices represents significant growth for Atlantic Capital, and highlights the firm’s strength in aligning itself with top quality wealth advisors and financial institutions.
“Our expansion outside of Florida represents a significant investment in the growth strategy of our firm. We are excited to bring these offices online and broaden our reach. We believe Atlantic Capital offers a unique service model that combines comprehensive financial guidance for our clients with experienced and accredited professional advisors,” said Dan Overbey, Managing Director of the firm and a wealth management veteran with more than 25 years of experience.
Atlantic Capital Advisors was formed last year when BankUnited exited the investment advisory business. Employing a team of wealth advisors, financial planners, and life insurance agents, Atlantic Capital provides wealth management guidance to 8,000 clients and manages nearly $1.0 billion in assets.
Earlier this year, Atlantic Capital, through an affiliate, added tax preparation to broaden the services provided to its clients.
About Atlantic Capital Advisors
Atlantic Capital Advisors www.atanticcapitaladvisors.com is a wealth advisory firm based in Fort Lauderdale, FL that provides financial planning and guidance to individuals and businesses, and facilitates turnkey wealth management programs for financial institutions. Through alignment with LPL Financial, the largest independent broker dealer in the nation, Atlantic Capital employs an objective, comprehensive financial planning approach as a foundation for working with clients.
e-mail Atlantic Capital at: firstname.lastname@example.org