ATLAS FIDUCIARY FINANCIAL is an independent, fee-only- fiduciary certified financial planning and investment firm. Our signed fiduciary oath, our advanced financial degrees/certifications and years of experience enable us to recommend smarter financial solutions in your best interest.
Our genuine desire to help people achieve their financial goals translates to excellent personalized service. SUPERIOR QUALIFICATIONS (HIGHEST LEVEL OF EDUCATION & EXPERENCE) • Our members hold the highest levels of education in the profession with at least a BA or MBAs in accounting, finance, and economics, while the partners hold a MS and a Ph.D. in financial planning. • Our members all hold a CFP® at minimum and members also hold the other most relevant credentials in the profession including, CFA, CPA, CLU, ChFC. • We are continuous learners, investing in our human capital allows us to offer smarter solutions in a dynamic world. PURE 100% FIDUCIARY AND FEE-ONLY • We legally commit in writing to working as pure (100% of the time) fiduciary and fee-only advisors which means all recommendations are always unbiased and objective. • We are members of NAPFA (the only organization monitoring Fee-Only advisors) and are restricted from commissions or compensation from any source other than you - our client. This means all recommendations are merit based. • True independence (unencumbered by an organization) means we have no boss or shareholders who could influence our recommendations. Our only boss is you - our client. PARTNERSHIP • By working with you (not for you) we help you achieve your best life using money as a tool. PROACTIVE & DISCIPLINED (ONGOING AND AT KEY TRANSITIONS IN YOUR LIFE) • Life transitions cause financial stress making it difficult to make the right decisions. • We listen deeply to uncover your unique needs. • We educate and explain pros/cons of each potential solution to empower your decisions. PEACE OF MIND (THROUGH ORGANIZATION AND PREPAREDNESS) • We help protect you against risk by controlling the controllable. • We help you stay focused and on track to achieve your goals. SATISFACTION • Our client relationships are genuine and rewarding. • We are grateful and humbled to do meaningful work contributing to our client’s well-being.
