About Us

Established in 1998, Senior Settlements emerged as a pioneer, introducing Life Settlements to the Capital Markets. Demonstrating foresight, the company engaged Bear Stearns in 1999 for financial advisory and investment banking services, marking a significant milestone in the industry. In 2000, Senior Settlements achieved another breakthrough by closing one of the earliest credit facilities for life settlement acquisitions with Dresdner Bank, securing $100 million.

Fast forward to today, the legacy of Senior Settlements lives on within Mid Atlantic Financial. We go beyond by offering accredited investors unparalleled opportunities, providing access to non-correlated alternative asset funds. Our approach is curated by sophisticated fund managers with proven success, ensuring a careful and strategic investment process. Additionally, we present a comprehensive range of tax-saving strategies meticulously designed to align with the benefits of a Roth IRA. This expansion signifies our dedication to innovation and excellence, granting investors access to institutional-quality investments without institutional costs. At Mid Atlantic Financial, we drive innovation and empower our investors to navigate the ever-evolving landscape of the market with confidence.