At Mid-Atlantic Securities, our business is built upon solid and trusting relationships with our clients - relationships that are maintained through the highest ethical standards and the most sophisticated financial advice. We believe in providing sound financial guidance through thorough analysis, along with education on the risks and rewards of each investment. Our fundamental goal is to always protect your investment principal while achieving a competitive rate of return.
In an ever-changing and fast-moving industry, Mid-Atlantic Securities cultivates long-term client relationships through investment planning that is tailored to your needs, not our own. This guiding principle is the foundation of our business and the cornerstone of our growth.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.LEARN MORE
As a fiduciary, you seek to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. Selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives. Our team extends the capabilities and bandwidth of your management team to administer and manage retirement plans that support the needs of both your institution and workforce.LEARN MORE
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.LEARN MORE
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.LEARN MORE
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.LEARN MORE
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.LEARN MORE