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        • ABOUT AWPG

          We here at Advanced Wealth Planning Group take pride in utilizing the most up-to-date and powerful financial planning/wealth management tools & technology available to help guide our clients.

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        • “Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win until you do this”

          - Dave Ramsey

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Advanced Wealth Planning Group

5401 W. Kennedy Blvd., Suite 460

Tampa, Fl 33609


T: 813.770.9864 | F: 727.674.0978 | E: aatkinson@lanarkfinancial.com


Monday - Friday 9:00 AM - 5:00 PM

Saturday - Sunday Closed



The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Lanark Financial, Inc., Member FINRA/SIPC. Advisory services offered through Lanark Financial, Inc., a Registered Investment Adviser. Lanark is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Lanark Financial, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

FORM CRS

CFP ® | CERTIFIED FINANCIAL PLANNER ™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA ® ) is the owner of the certification marks “CIMA ®,” and “Certified Investment Management Analyst ®.” Use of CIMA ® or Certified Investment Management Analyst ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As SmartVestor Pros, we’re proud to be RamseyTrusted.

That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how.

It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as SmartVestor Pros to receive clients.




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