S.M.A.R.T.E.R.™ FINANCIAL SOLUTIONS FOR YOUR BEST LIFE
As Seen In The News
Client Focused Life Planning and Investment Management
a person who supports a heavy burden; a mainstay
Approaching Your Needs With Care and Understanding
Smarter Financial Planning
Delivered In Your Best Interest
Smarter Financial and Investment Solutions
Tailored for Your Money and Life
Our Promise To You
At Atlas Fiduciary Financial, we provide comprehensive financial planning and investment management in partnership with our clients to assist them to achieve their best life possible with the money they have. 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.
Contributing to Your Financial Peace of Mind
Strategic Investing | Personalized Service
Interested in Learning More?
COLLABORATIVE | EMPATHETIC | THOROUGH
Guiding You Every Step of the Way
Ready to Get Started?
Published Articles and Whitepapers
JOURNAL OF FINANCIAL PLANNING (OCTOBER, 2020) The death of a spouse, particularly if the deceased spouse was the financially empowered partner in a marriage, can be economically devastating for the survivor. This research informs financial planners of how best to help their widowed clients.
NAPFA ADVISOR MAGAZINE (APRIL, 2020) NAPFA clients tend to do their homework before selecting a financial advisor. Many are committed to comprehensive planning, but uncertain about the value of investment management. They have learned that it is impossible to beat the market.
MARKETWATCH (July, 2018) Women have made strides working in occupations dominated by men, yet social norms continue to restrict women’s progress, particularly in finance. Female fund managers, financial planners, financial analysts, and financial managers are a small fraction of financial professionals.
Mattia, L. (2018). Gender on Wall Street: Uncovering Opportunities for Women in Financial Services. Springer.
Mattia, L., Huston, S. J., & Finke, M. S. (2017). Marriage and the Financial Knowledge Gender Gap. Available at SSRN 3282035.
Get in Touch With Our Firm Today
With the use of technology, we’re able to serve clients locally and throughout the United States. For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey.
Whether you have a question or 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.