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RIA · CRD 327738SEC-Registered

Updated:

Liberty Atlantic Advisors

Fiduciary advisors creating financial plans for Americans in Europe, managing your wealth so you can enjoy your life. | Liberty Atlantic Advisors provides...

Overview

Fiduciary advisors creating financial plans for Americans in Europe, managing your wealth so you can enjoy your life. | Liberty Atlantic Advisors provides holistic financial planning and investment management for US citizens or green card holders moving to or living in Europe. We focus on helping Americans in five main jurisdictions: Portugal, France, Spain, Italy, and Malta.

General information

Firm type

RIA

Year founded

2006

Location

Region

North America

Country

United States

City

Florence

Corporate office

Atlanta, GA, United States

Principals

Stephen O. Florence

Founder & CEO

Sector focus

Real EstateHospitalityPrivate CreditPrivate Equity

Frequently asked questions

How does Liberty Atlantic originate its private credit deals?

The firm sources bridge loans and mezzanine financing primarily through relationships with regional and community banks, commercial real estate brokers, and direct borrower outreach across the Southeast. Its concurrent role as a real estate owner-operator gives the team direct market intelligence on property values and rental dynamics, which informs loan underwriting. Most originations are in secondary markets where institutional lenders are less active.

What type of real estate does the firm target?

Liberty Atlantic focuses on multifamily apartment complexes, hospitality assets including limited-service and extended-stay hotels, and mixed-use properties. The geographic concentration is the Southeastern United States, with transactions recorded in Georgia, Tennessee, the Carolinas, and Florida. The firm prefers value-add and income-producing properties with in-place cash flow.

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