General Info

RegentAtlantic Capital, LLC, formed in 1997, is a merger of EB Advisory Corp. and Individual Asset Planning. It is one of the largest independent fee-only wealth management firms in the United States. Based in Morristown, N.J., the company provides a number of services, including financial planning, investment management, risk management as well as estate and tax planning. RegentAtlantic Capital, LLC serves a variety of clients, including physicians, widows, divorcees and retiring employees among others. Investment News named RegentAtlantic Capital, LLC as one of the largest fee-only Registered Investment Advisors in the United States in 2009.