mid atlantic financial, llc

Exceptional Strategies

For more than a quarter of a century, Mid Atlantic Financial has been at the forefront of innovative insurance linked investments. Beginning with Senior Settlements, the first company to introduce Life Settlements to the capital markets with a $150 MM facility through Bear Stearns. Since our inception, we’ve remained at the forefront of innovation in longevity linked assets maintaining an unwavering commitment to excellence.

Leading Differently

Invest with Confidence


Invest with Confidence

Under the umbrella of Mid Atlantic Financial, we offer you the opportunity to invest in our alternative asset fund. This fund serves as a robust hedge, protecting your portfolio from the volatility of the stock market. Diversify your investments confidently, backed by Mid Atlantic Financials’ proven history of success.


Strategic Tax Advantages

At Mid Atlantic Financial, we understand the importance of strategic tax planning. Our team provides tax strategies that offer significant advantages for your Roth IRA. Roth Right, will guide you through a tailored approach to maximize your savings. Take advantage of our expertise to potentially save up to 40% on taxes during a Roth IRA rollover.
The Mid Atlantic Advantage

redefine your future Financial performance

High Targeted Returns
Low Risk
Non-Correlated to the Market
Highly Vetted Tax Strategies
Experience the Benefits

Our Expert Fund Management Team offers over 25 Years of Specialized Experience in Insurance-Linked Assets

By partnering with our fund management team, you gain access to a wealth of experience, a proven track record of success, and a commitment to maximizing your investment returns. We go beyond simply acquiring policies; we actively manage your portfolio, navigate market complexities, and provide valuable guidance every step of the way.

Here's how our expert fund management team can help you achieve your investment goals:


Strategic Sourcing And Selection​


Portfolio Diversification And Risk Management​


Efficient Deal Structuring And Negotiation​


Ongoing Monitoring And Optimization


Access To Industry Expertise And Relationships

Ready to Work with the Industry's Largest Standing Life Settlement Company? Contact Us Today to Discuss Your Investment Goals and Discover how Our Expertise can Help You Achieve Them.

what we do

Ready to embark on a journey of financial success?

Choose Mid Atlantic Financial – Where Expertise Meets Innovation!

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Years of Experince

Commitment to Fund Performance

Experienced fund managers will act as your trusted guide and work diligently to maximize the fund's performance.

Financial Strategy

Gain access to a wealth of experience, a proven track record of success, and a commitment to maximizing your investment returns.

Together with us

Exceeding Expectations Through Exceptional Strategies

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Register now!

June, 4th 2024 | 6PM
Riverton Country Club
1416 Highland Ave
Cinnaminson, NJ 08077

Join us for a FREE educational seminar that highlights an alternative investment that is not correlated to the markets and targets double digit returns!

Learn why big investment banks such as Deutsche Bank, Berkshire Hathaway and AIG have placed billions in this asset class.

Virtual attendance option available. Please designate in form how you would like to attend in respective field.