It's your plan, we'll help you build it.


Take control of your financial future with personalized, comprehensive wealth management.

SCHEDULE A CALL

It's your plan, we'll help you build it.

Take control of your financial future with personalized comprehensive wealth management.

SCHEDULE A CALL

We are Fiduciaries

Our client’s best interests come FIRST at all times.

100% Independent

Our recommendations are based solely on your goals and objectives.

Education Driven

Retirement planning courses at community colleges & On Demand Webinars. 

You don't have to figure it out alone. Gain command over your financial future with Atlas Financial Advisors.


SCHEDULE A CALL

Fee-Based Financial Planning

  • A relationship-based approach to working together.
  • A Financial Planning team who will help you understand and organize your financial objectives.
  • A detailed analysis of what it will take to reach your financial goals.
  • Knowledgeable and objective recommendations related to all areas of your financial situation.
  • A step by step written action plan so you can get started on the path to reaching your goals.
  • On going periodic review meetings to monitor and update your progress.
  • On going educational opportunities and subscription to our newsletter

Wealth Management Services

  • Asset management for individual and institutional clients
  • If you're seeking a customized portfolio utilizing asset allocation strategies, this may be the model for you.
  • Tailored portfolio designed after a detailed analysis of investment goals and risk tolerance.
  • Flexibility to use any investment company or product that fits your need-No proprietary products.
  • Transparency of Fees-Annual management charge is based on the amount of assets under management

401(k) for Employers

Better for your employees. Better for you. 


We help you attract and keep talent by improving your plan’s design and making certain you are meeting your fiduciary responsibility. 


What is your fiduciary responsibility? 


As an employer with a defined contribution plan, your fiduciary duty means you are legally responsible for providing your employees with the highest standard of plan care. 


Meeting your legal fiduciary responsibility 


To help meet your fiduciary responsibility, we provide: 

  • Customized employee policy statements 
  • Customized investment policy statements 
  • Quarterly investment reviews 
  • Any available fiduciary services 

Improve your plan's design and function 


We’ll become experts in your plan and work to improve it so that it functions better and meets the saving and investment needs of your participants. We implement or improve your: 


  • Safe-harbor design (matching and non-elective) 
  • Cross-tested profit sharing 
  • Auto-enrollment and escalation 
  • Qualified default investment alternatives (QDIA) 
  • Roth provision 

Diversify your plan's investment menu 


Our in-house investment team has constructed a highly-diverse investment menu, including: 


  • Passively-managed index funds 
  • Exchange-traded funds 
  • Primarily low-cost institutional funds 
  • Actively-managed investments 

We're serious about educating your employees 


We really value education. To support your company, your plan and your employees, we provide comprehensive educational materials, including: 


  • Webcasts 
  • Podcasts 
  • Articles 
  • On-site training 
  • Phone support 

As your fiduciary advisor, we can assist your employees with their retirement accounts, help protect you legally, and make your life and your job easier. 


CONTACT US TODAY  

Why work with us

We're Fiduciaries

Being a fiduciary is the strongest standard in the financial advice industry. We are not only morally obligated; we are also legally obligated to do what is in your best interest at all times.  








Fee-Based

Fee transparency is the only way you can effectively evaluate how we are doing. You will always know exactly how much we are being compensated. How can you evaluate the quality of service you are receiving without knowing what you are paying!








Independence

Independence is fundamental to providing the best advice. We do not create or sell any proprietary products. Being independent advisors, we represent our clients and not one company or product.








We Are Educators

We believe that education is key to providing the best advice. You will always know the reason for the advice we are giving and all the possible solutions to your problem. 








Meet the Team

Meet the Team

Strategic Alliances / Partners

Strategic Partners

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