S.M.A.R.T.E.R.™ FINANCIAL SOLUTIONS FOR YOUR BEST LIFE

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As Seen In The News

Client Focused Life Planning and Investment Management

Def: at-las

a person who supports a heavy burden; a mainstay

Def: fi-du-ci-ar-y

a person to whom property or power is entrusted for the benefit of another
Serving as a fiduciary is a tremendous responsibility and requires putting our clients first 100% of the time. Our belief is that the financial services industry can and should help people use money as a tool to achieve better results and greater fulfillment in their lives. Financial advisors must behave as if they are advising a family member; without an agenda, a sales motive or conflict of interest. To give top quality advice, the advisor must have financial degrees from a university and years of experience in finance so they can properly convey the pros and cons of their client’s options. It also requires the advisor to work independently, without influence to serve their client as the only boss they need to satisfy. We came to this belief separately, early in our careers.
CFA Institute Sarasota, FL Atlas Fiduciary Financial

Approaching Your Needs With Care and Understanding

As we assess your portfolio and specific financial matters, we never lose sight of your best interest. You’re looking for smart, unbiased and objective advice based upon merit, which is why we’ll provide recommendations with care based on who you are, what your family dynamics consist of and your overall unique circumstances.

Smarter Financial Planning

Delivered In Your Best Interest

Smarter Financial and Investment Solutions

Tailored for Your Money and Life

Decisions associated with financial planning and wealth management are often complex. Thankfully, our team has the experience and education to help simplify your concerns while keeping your best interests at the forefront of our recommendations.

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:

TRUST AS FIDUCIARIES

We provide strictly fee-only financial advice. Your advisory fee is our only compensation and your interests always come first. Unlike fee-based advisors who are often paid in part by the companies whose products they recommend, we do 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.

ADVANCED EDUCATION & KNOWLEDGE

Our advanced education facilitates the ability to assess what is best for you. Everyone on our team has 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. Our knowledge is extensive and we know all about the plethora of products, processes and strategies available so we can help you pick the best solution for you.

RESPONSIBILITY TO YOU

We have a big responsibility to you. 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 develop confidence in your financial future. This is our goal!

S.M.A.R.T.E.RTM
Solutions For Your Best Life

Contributing to Your Financial Peace of Mind

At Atlas Fiduciary Financial, we care about our clients and are humbled by the opportunity to contribute to your long-term success. By helping you control particular aspects of your financial life, we aim to guide you away from making mistakes and instead focus on what really matters to you.

Strategic Investing | Personalized Service

Interested in Learning More?

Through an ongoing process, we’ll work with you to better understand how to address your needs.

COLLABORATIVE | EMPATHETIC | THOROUGH

Guiding You Every Step of the Way

Ready to Get Started?

Published Articles and Whitepapers

Self-Empowerment Among Widows (Peer Reviewed Research)

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.

Increase the value of investment management with enhanced-MPT tools

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.

The final key to gender equality is mastery of money

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.

Get in Touch With Our Firm Today

Let’s Connect

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.

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