Your Fee-Only Financial Advisors and Investment Managers
We don’t just work in Sarasota. Sarasota is our home, and our clients are our neighbors and friends.
The Fee-Only Fiduciary Difference
Fiduciary is a word that’s tossed around a lot, but not many people actually know what it is. It comes from the word “to trust,” and means that we are ethically bound to put client interests above our own.
We are honored to be a member of the Sarasota community as Fiduciaries, providing financial planning and investment management services, to help you live your best life.
Please stop by our Sarasota Office at 1577 Fruitville Road (on the corner of Orange Avenue and Fruitville). We are here Monday through Friday between 9-5 or make an appointment to ensure our availability at 941-879-9290.
If you’re in the New Jersey area, feel free to visit our Northern, NJ office. If, like many of our clients, you don’t live in Florida or New Jersey but still want to work with us, we’re happy to do online meetings.
Atlas Fiduciary Financial: “Smarter Financial Planning/Investments.”
Why Choose Atlas Fiduciary Financial?
- The signed fiduciary oath we provide each client.
- Our advanced and relevant education (every member of our team is either a BS, MS or PhD in Personal Financial Planning and Investments)
- Our advanced gold-standard certifications (CFP®, CFA®)
- Our years of experience (Senior advisors have over 30 years working in senior levels of finance for CEOs, business owners and individuals)
- Our relationships are personal. We are a boutique firm where clients are encouraged to stop by our office any time, have our cell phone numbers, and know we care about them personally.
Would you like to meet with a trusted financial advisor?
We’d love to learn more about your unique situation and explain how we can help you.
Local Fee-Only Advisors, Committed to Sarasota
We love visitors and snowbirds, but this is our home. We live in Sarasota, work in Sarasota, our children go to school in Sarasota, we attend church in Sarasota, and we participate in the Sarasota community.
We also have a second office in Oakland, NJ that serves our Tri-State area clientele.
While others use temporary office space in town, we invested in our own permanent office. Located at 1577 Fruitville Road, our office is open to visitors during working hours. Stop by for a cup of coffee and a chat.
Atlas Fiduciary’s principal, Dr. Mattia, is committed to the profession and the community. In 2016 after moving to Sarasota she was hired by the USF Business College Dean to work with the state of Florida to create a new registered Certified Financial Planners™ degree, ultimately ensuring that the people of Florida are better served by a new breed of educated financial planners.
Dr. Mattia’s Ph.D. academic research has made her aware that 78% of single-female-headed households in Florida are financially struggling and baby boom women are less financially literate than men, putting them at risk when they become divorced or widowed. Many of these women seek assistance from the Women’s Resource Center (WRC), a 501(c)(3) located in Sarasota, Manatee and Venus. Dr. Mattia wanted to help so she created the Women’s Money Empowerment program at WRC, where women (or anyone in need) can receive pro bono financial advice, financial education, and overall financial guidance as they navigate through life transitions.
Our clients are our neighbors and our friends, and our partnership is valued and long-lasting.
We most often work with people nearing retirement, retirees, independent women and widows, professionals and business owners, and families and people with aging parents.
We Care About Your Financial Peace of Mind
We take our responsibilities to our clients very seriously. In fact we are required by law and oath to put you first. We believe this fiduciary responsibility ensures the best results and we are humbled by the opportunity to contribute to your long-term success.
Personalized Wealth Management Solutions
Tailored to Your Unique Needs
Decisions associated with financial planning and wealth management are often complex and stressful. Working with an experienced financial advisor who you know is looking out for you can ease that burden. Our team has the experience and knowledge to guide you towards reaching your goals, while keeping your best interests at the forefront of our recommendations.
Our Promise To Our Clients
We provide comprehensive financial planning and investment management services in partnership with you, to help you achieve your best life possible life, identifying and achieving your goals over the long term. We do this through the following:
Education matters since it facilitates the ability to assess what is best for the client. Every person we hire has a minimum of a university financial degree and a CFP® designation. Senior members of our team hold terminal university financial planning degrees and gold-standard financial planning and investment credentials.
Be certain, your interests always come first. From the day our firm was founded we’ve provided strictly fee-only financial advice. That means your advisory fee is our only compensation. Unlike fee-based advisors who are often paid in part by the companies whose products they recommend, Atlas Fiduciary Financial does not accept commissions, referral fees or any other compensation from outside sources. As a result, you can feel confident that our guidance is free of bias, objective and based upon merit, using an analytical evaluation of your options. And we will share our thought process so you understand and feel confident you are making the right choice.
Our process includes education and explanation. You will understand the pros and cons of all of your options. With a full understanding that you are controlling everything humanly controllable, you can rest assured to enjoy life. This is our goal!
Proactive Action, Discipline and Communication
Life transitions cause financial stress making it difficult to make the right decisions. We listen deeply to uncover your unique needs in addition to explaining the pros and cons of each potential solution to foster an empowered decision.
Peace of Mind
We help you control the controllable, to achieve goals and protect against risk.
Our client relationships are genuine and rewarding. We are grateful and humbled to do meaningful work contributing to our client’s well-being.
COLLABORATIVE | EMPATHETIC | THOROUGH
Guiding You Every Step of the Way
For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.
If you need some guidance or if you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.