The Atlantic Group | Oppenheimer & Co. Inc.

boca raton

The Atlantic Group team

Yamato Office Center
999 Yamato Road - Suite 300
Boca Raton, FL 33431

office. (561) 416-8686

toll-free. (888) 999-3660

fax. (561) 416-8671

atlanticgroup@opco.com

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Who We Are

The Atlantic Group of Oppenheimer is more than a wealth management firm, we are a family. We have over 100 years of combined experience in the asset management industry. Our mission is to protect, preserve and grow your assets, while delivering world-class service to build your financial future. We take pride in being a diverse team and our passion is providing every client with innovative solutions to meet their financial needs. When our clients succeed, we succeed.

About Us

Awards & Recognitions

THE ATLANTIC GROUP
2023 Best-In-State Wealth Management Teams Forbes Shook Research
^{*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.}

ANDREW LERNER, CFP^®, ChFC^®, AWMA^TM FINANCIAL ADVISOR MANAGING DIRECTOR-INVESTMENTS
2023, 2022 Best-In-State Wealth Advisors Forbes Shook Research 2022 Top 40 Regional Advisors Under 40 Financial Planning 2022, 2019 Next-Gen Best in State Wealth Advisor Forbes Shook Research 2021 Top 250 Next-Gen Wealth Advisors Forbes Shook Research 2020 Top 500 Next-Gen Wealth Advisors Forbes Shook Research 2018 Top 1000 Next Gen-Wealth Advisor Forbes Shook Research

^{*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affiliated with Forbes or R.J. Shook Research.}

LOGAN SHALMI FINANCIAL ADVISOR MANAGING DIRECTOR-INVESTMENTS
2023, 2022 Best-In-State Wealth Advisors Forbes Shook Research 2022 Top 40 Regional Advisors Under 40 Financial Planning 2022, 2019 Next-Gen Best in State Wealth Advisor Forbes Shook Research 2021 Top 250 Next-Gen Wealth Advisors Forbes Shook Research 2020 Top 500 Next-Gen Wealth Advisors Forbes Shook Research 2018 Top 1000 Next Gen-Wealth Advisor Forbes Shook Research

^{*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affiliated with Forbes or R.J. Shook Research.}

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