13cec01401d47fd95da4880765345d19.jpg
green_backgound.jpg
150312businessprofessional-meeting-stock.jpg
green_backgound.jpg
vermont-fall0816.jpg
green_backgound.jpg
13cec01401d47fd95da4880765345d19.jpg

Intro


Wholistic Financial Protection for Businesses & Families

SCROLL DOWN

Intro


Wholistic Financial Protection for Businesses & Families

 

At Mountain Atlantic, we are on a mission. We’re dedicated to providing wholistic financial protection for business owners and their families.

We know how hard the day-to-day of running and growing an operation is for even the strongest of people. Our team has started, grown, scaled, and sold companies. We understand.

What dream led you into business? What drives and inspires you? What keeps you up at night? We’re passionate about helping our clients achieve not only their goals, but their dreams as well. We look forward to hearing your story.

 
green_backgound.jpg

inspiration


Your business is our inspiration

My Dad grew up on a thriving dairy farm in Pittsford, VT. When he was 12 years old, his Mother was diagnosed with cancer. In those days, health insurance was not commonplace like today, so the family mortgaged the farm to pay for the best treatment in Boston. The doctors could not do too much because it was caught in the late stages. Unfortunately, she passed away.

 The family was devastated by the loss of their beloved wife and mother. The pain was compounded when the farm deed was turned over to the bank. My grandfather took the loss hard, but he found the fortitude to become a construction worker to support the kids. My Dad’s 8 year old sister became responsible for all the household duties and his brother took a break from studies and varsity sports at Middlebury College. Somehow, despite the tragic events, they were all resilient enough to find successful life paths. 

Along with this background, and having been a business owner for 25 years, growing and protecting families and business owners is in our mission.
 

inspiration


Your business is our inspiration

My Dad grew up on a thriving dairy farm in Pittsford, VT. When he was 12 years old, his Mother was diagnosed with cancer. In those days, health insurance was not commonplace like today, so the family mortgaged the farm to pay for the best treatment in Boston. The doctors could not do too much because it was caught in the late stages. Unfortunately, she passed away.

 The family was devastated by the loss of their beloved wife and mother. The pain was compounded when the farm deed was turned over to the bank. My grandfather took the loss hard, but he found the fortitude to become a construction worker to support the kids. My Dad’s 8 year old sister became responsible for all the household duties and his brother took a break from studies and varsity sports at Middlebury College. Somehow, despite the tragic events, they were all resilient enough to find successful life paths. 

Along with this background, and having been a business owner for 25 years, growing and protecting families and business owners is in our mission.
 

150312businessprofessional-meeting-stock.jpg

why mountain atlantic


why mountain atlantic


Why Mountain Atlantic?

 

People ask what lies behind our name.

We’re inspired by the story of the Green Mountain Boys, a group of American Revolutionary War-era patriots who called Vermont home. Led by Ethan Allen, his brother Ira Allen, and their cousin Seth Warner, the Green Mountain Boys were responsible for several key moments in the war. They delivered America’s first victory by capturing and holding Fort Ticonderoga in 1775.

They also played important leadership roles in the creation of modern-day Vermont. When the British decreed that their land should become part of New York, the Green Mountain Boys resisted. In fact, Vermont was an independent republic for 14 years before becoming the 14th state in the United States.

What distinguished the Green Mountain Boys most, however, was their love of individual liberty and their willingness to do whatever it took to have the right to make their own decisions.

Along with this, we have a strong connection to New England’s coastline, where the Atlantic Ocean beautifully and forcefully shaped it’s historic character.

 
green_backgound.jpg

green mountain spirit


Bringing the Green Mountain spirit to our clients

The same streak of individualism that draws us to the Green Mountain Boys story inspires us
to work with entrepreneurs and business owners. We are here to support you throughout
your business journey – from the highest peaks to the wide, blue ocean.

green mountain spirit


Bringing the Green Mountain spirit to our clients

The same streak of individualism that draws us to the Green Mountain Boys story inspires us
to work with entrepreneurs and business owners. We are here to support you throughout
your business journey – from the highest peaks to the wide, blue ocean.

vermont-fall0816.jpg

services


services


Our Services

 

Your trusted advisors, every step of the way

As a state licensed agency, the Mountain Atlantic team serves as our clients’ throughout the lifecycle of their business. Our approach is different from that of any other firm. Here’s how:

  • We’ve been in the trenches building businesses of our own, and we use a bottom-up approach designed to get results and solve problems quickly.

  • We have wide-ranging experience across the public and private sectors, including nonprofit organizations and government agencies as well as companies large and small. Whatever your business-building goals, we can help.

Buy Sell - Funding with insurance using Cross, Entity (Stock Redemption), One Way or Wait & See Purchase Agreements.

Key Person - Protecting against the loss of an essential team member.

Executive Bonus - An incentive tool (aka Golden Handcuffs) for retaining valuable team members.

Disability - Provides income in the event that an individual is prevented from working and earning an income.

Annuities - Safe and secure guaranteed income for life.

Most of all, we’re an engaged partner that is truly invested in our clients’ success. It is personally important to each member of the Mountain Atlantic team that your business grows and flourishes.

 
green_backgound.jpg

contact us


We can’t wait to hear the inspiring story of the next great American business – yours. Contact us below. We’re looking forward to meeting you.

contact us


We can’t wait to hear the inspiring story of the next great American business – yours. Contact us below. We’re looking forward to meeting you.

Contact Us

ADDRESS

4271 Campbell Ave.
Board Room
Arlington, VA 22206