Connect First Responders with a Financial Planner that Puts Them First.
It’s easy to get started and begin earning referral payments for helping fellow First Responders secure their financial futures. Here’s how:
Atlantic Wealth Partners, LLC (CRD No. 289440), is an investment advisor registered with the United States Securities and Exchange Commission. The use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available here.
All information, statements, and opinions (and/or hyperlinks to third-party websites containing the same) referenced herein have been obtained, derived, and/or provided from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same and are not responsible for errors or omissions in materials on third-party websites. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment. Advisory services and advisor-client relationship commence only upon the execution of a written investment advisory agreement.
†Serving Florida’s First Responders since 1999 as the Center for Wealth Planning from 1999-2017, and continuing our commitment henceforth as Atlantic Wealth Partners.
It starts with a conversation.
Introduce your friends and colleagues to AWP’s trusted team of financial and retirement planning experts. AWP will provide a free consultation to assess their needs and explore how we can best support their financial goals. From there, we’ll take care of the rest!
1 Assumes referred client’s assets under AWP’s management will be greater than or equal to $2,500,000. Refer to the table in the FAQ or Promoter Contract to see rates for all asset levels.
Share. Empower. Earn.
Join the AWP Referral Program
Help other First Responders reach their financial goals, while earning rewards for each successful referral.
Make a positive impact.
Earn a financial reward.
It’s a win-win: By introducing fellow First Responders to financial guidance that puts them first, you’re helping them secure their futures. And, because your efforts matter, we believe in rewarding you with meaningful compensation for every successful connection you make.
How Do I Join the Program?
Play a vital role in helping fellow First Responders access a professional wealth management firm that uniquely understands their needs, the importance of preparing for retirement, and how to help protect their families.
Start Making
Introductions
For every introduction that leads to a new AWP client, you’ll receive a one-time payment plus an annual payment for each year they remain with AWP.
Review & Sign the Agreement
If you qualify, to get started and to comply with regulatory requirements, you’ll review and sign a legal agreement with AWP.
You’ll fill out a short form to tell us a bit about yourself and why you’d be a great fit for the AWP Referral Program.
Click the “Join Now” Button
Your Rewards Potential:
Referral Payments & Bonuses
For each referral that becomes a client of AWP, you’ll receive an initial one-time payment, and annual payments for as long as they stay with us as a client.
What Makes AWP the Best Choice for Florida First Responders?
We’ve been helping Florida First Responders retire well since 1999†.
Atlantic Wealth Partners (AWP) has built a legacy of trust and expertise in financial planning for over two decades. Our deep understanding of the unique challenges faced by First Responders has allowed us to provide tailored retirement and financial planning solutions. Our legacy is rooted in dedication, longstanding relationships, personalized service, and a deep commitment to supporting the financial well-being of those who serve our communities.
500+
First Responder Families Served†
$215M+
First Responder AUM/AUA††
† As the Center for Wealth Planning from 1999-2017. ††As of 4/1/2024.
It takes less than a minute to complete the first step.
Help Others Secure Financial Freedom While Building Toward Your Own.
What is the AWP Referral Program?
The AWP Referral Program is an opportunity for First Responders to earn financial rewards while helping others achieve financial stability. By referring your friends and colleagues to Atlantic Wealth Partners (AWP), you play a vital role in connecting them to wealth management tailored specifically for Special-Risk careers.
How do I join the Program?
Joining the Referral Program is simple: 1) Complete the quick online registration form at refer.atlanticwp.com 2) Review and sign the legal agreement. You’ll then receive your “Getting Started” guide with tips to help increase the chances of a successful referral. 3) Start introducing your friends and colleagues to AWP.
How much can I earn?
As a member of the Referral Program, your earnings are based on successful referrals. For each referral that becomes a client of AWP and signs the Promoter Disclosure Statement, you’ll receive an initial one-time payment plus annual payments for as long as the client remains with AWP. See the table below for your earnings potential, including bonus amounts during the promotional period.
Do I need to have experience in financial planning?
No financial planning experience is required.
How do I refer potential clients?
Referring potential clients is easy. Simply send a warm introduction email to our team at an email address we will provide you, including your referral’s name, contact information, and a brief note about their financial goals. AWP will take care of following up with your referral to schedule a free consultation.
What happens if my referral doesn't become a client?
If your referral decides not to work with AWP, there’s no penalty to you. You can continue referring other friends and colleagues without any impact on your status in the program.
How will I know when my referral is successful?
If your referral becomes a client of AWP and signs the Promoter Disclosure Statement, you’ll receive a confirmation email. Your earnings will be tracked, and you’ll be notified when payments are processed.
Is there a limit to how many clients I can refer?
There is no limit to the number of clients you can refer. The more referrals you make, the more you can earn through the program.
Can I refer family and friends?
Yes, you are encouraged to refer anyone in your network, including family and friends, who could benefit from AWP’s expertise in financial and retirement planning.
What if I previously referred clients?
AWP appreciates your support and hopes you will continue to support our efforts for First Responder Families. Unfortunately, due to regulatory constraints, we can only compensate individuals referred as of the effective date of this program – from February 8, 2025 forward.
Your Questions, Answered
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AWP Ambassadors help other First Responders reach their financial goals, while earning rewards for each successful referral.