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RegentAtlantic Capital, LLC, formed in 1997, is a merger of EB Advisory Corp. and Individual Asset Planning. It is one of the largest independent fee-only wealth management firms in the United States. Based in Morristown, N.J., the company provides a number of services, including financial planning, investment management, risk management as well as estate and tax planning. RegentAtlantic Capital, LLC serves a variety of clients, including physicians, widows, divorcees and retiring employees among others. Investment News name... read more
1200 Mt Kemble Ave, Suite 300, Morristown, NJ, 07960, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
high turnover at the company (i've had three wealth advisors since signing on), and underpeformance from investments.
not my real name but use them for my investments. what a great bunch of smart, talented, honest, and nice people!!! wish I would have found them years ago. no complaints, only compliments.
RegentAtlantic has a 3 star rating with 2 reviews.
RegentAtlantic is open now. It will close at 5:00 p.m.
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