About Atlantic Investment Advisory | Fiduciary Financial Planners Bluffton, SC

Financial Planning, Done Right — Personalized, Detailed, Built for Life’s Realities

At Atlantic Investment Advisory Group, everything starts with planning. We believe true financial security comes from having a clear, personalized strategy — one that evolves as your life does and accounts for the complexities of taxes, retirement income, and changing priorities.

We’re here to help you gain clarity, reduce uncertainty, and plan with confidence.

Our Why

We founded Atlantic to deliver financial planning the right way:

Personalized, detailed, and thoughtful
Focused on what matters most to you
Transparent and trustworthy at every step
We are financial planners first. While some firms are built around selling products, our recommendations are made solely because we believe they serve your best interests — not because anyone tells us to offer them.

Independence isn’t just how we operate — it’s why we started this firm.

Who We Are

Atlantic Investment Advisory Group is an independent financial planning firm specializing in tax planning, retirement income strategies, and helping clients create clarity and confidence about their financial future. While others may lead with investments, we lead with planning — because without a plan, advice is just noise.

We are based in Bluffton, SC, and serve clients seeking clarity, structure, and proactive guidance for their financial lives.

Meet the Team

We are a father-son team who share a commitment to helping clients gain clarity and confidence about their financial future. Both United States Marines, we bring the values of service, integrity, and accountability into every aspect of our work. Our clients appreciate knowing they have a dedicated team focused on proactive planning, clear communication, and personalized strategies that evolve with their lives.

B. Marc Stuckart Jr, CPFA

Financial Advisor | Managing Partner

(843) 341-3300

marc@atlanticinvestorshhi.com

W. Creighton Stuckart, CFP ®