WELCOME TO
ATLANTIC FAMILY WEALTH

Jacob Beachy
Investment Adviser
I bring a different background to wealth management—combining over four years as a Data Scientist (including leading a team of 15–25 professionals) with a passion for helping individuals and families achieve financial confidence. In 2025, I transitioned my career to wealth management, joining Atlantic Family Wealth to provide clients with a client-first, analytical approach to investing, retirement planning, and long-term wealth strategies.
During my first six months, I gained hands-on experience in client service and operations while earning the SIE, Series 7, and Series 66 licenses. Today, I work directly with clients to create personalized financial plans that balance disciplined analysis with attentive service. My Masters of Business Administration degree and data science expertise allow me to apply a fresh perspective to portfolio construction and risk management, while never losing sight of each client’s personal goals.
At Atlantic Family Wealth, our focus is seeking to help clients maximize tax savings, retirement readiness, and long-term investing strategies. My goal is to make sure clients feel both confident in the numbers and cared for as individuals.
I welcome conversations with professionals, families, and business owners who want to explore how a thoughtful, data-driven approach can help them pursue their financial goals.
Securities Offered Through LPL Financial. Member FINRA / SIPC
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Atlantic Family Wealth, A registered investment advisor firm.
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