Meet The Atlas Fiduciary Financial Team

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.

Laura Mattia, PH.D, MBA, CFP®

CEO and Senior Fee-Only Planner

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Stephen C. Craffen, CFP®, CFA®, ChFC, CLU

CIO and Senior Fee-Only Planner

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Alison Hall, CFP®

FINANCIAL PLANNING DIRECTOR AND FEE-ONLY PLANNER

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Dean Shah, CFP®

FEE-ONLY FINANCIAL PLANNER

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Evan Smith

Financial Planning Analyst

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Adrian Neutz

Financial Planning Analyst

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Our Qualifications - Education Matters

For that reason we require each member of our team hold a Bachelor degree in Finance, or related degree and a CFP® designation.

And we go beyond. Our senior advisors, pride ourselves in our advanced, synergistic and complimentary educational backgrounds, enabling us to recommend smarter financial solutions so you can live your best life.

CFP logo Sarasota, FL Atlas Fiduciary Financial
CFA Institute Sarasota, FL Atlas Fiduciary Financial
AICPA logo Sarasota, FL Atlas Fiduciary Financial
CLU ChFC Sarasota, FL Atlas Fiduciary Financial

Doctor of Philosophy (Ph.D.) in Financial Planning

Master of Business Administration (MBA) in Accounting and Finance

Masters and Bachelor in finance, accounting, and economics

Our Fees

As a Fee-Only and Fiduciary Firm we are compensated only by you – you are the boss and our interests are aligned with yours.

As an Independent Boutique Firm we have flexibility to design the compensation structure most suited to your needs.

Financial Planning

We charge a one-time flat fee for a detailed financial analysis ranging from $2,500 – $10,000. The complexity of your situation drives the cost. That analysis may include (depending on your circumstance), retirement planning, insurance analysis, estate planning, cash flow and tax planning and an analysis of your portfolio. A “roadmap” for your future is provided with suggested action items.

Ongoing Asset Management with Financial Plan Updates

We can manage your investments (they are held at our custodian) under a tiered fee schedule. View Fee Schedule >

Ongoing asset management includes updates to your financial roadmap on an as needed basis. We recommend that we revise your projections and roadmap when things change you (maybe you want to retire sooner) or perhaps because tax laws changed.

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What are you paying now?

We are fee-only, NAPFA-registered advisors and act as fiduciaries 100% of the time. All of our income comes from our clients. If you work with a commission or fee-based advisor, which may include stockbrokers, insurance agents, etc. you may not know exactly how much the relationship is costing you. Those types of advisors can receive revenue from a fee they charge you, and possibly also commissions, trails, and financial incentives offered by the firms that offer the products they sell. They may have an incentive to sell you one type of insurance instead of another or one type of annuity or mutual fund over another because they might earn more.

About Atlas Fiduciary

Our Purpose

We inspire and influence consumers, financial planners, and the profession to make S.M.A.R.T.E.R.™ financial decisions using scientific processes and modeling, which change lives.

Our Vision

As we partner with our clients, providing financial solutions to achieve a better life, our work inspires all involved in meaningful and measurable ways.

Our Mission

We partner with our clients to provide S.M.A.R.T.E.R.™ financial solutions to create financial confidence, peace of mind and fulfillment.

Our Goals

  • To use the body of knowledge (the science of investment theory and household economic theory) to formulate trusted, educated & responsible recommendations
  • To build trusting and fulfilling relationships with clients, each other and within our community and profession
  • To help clients achieve their life goals and provide clarity about their financial circumstance
  • To foster meaningful careers and a great work environment for our team
  • To provide leadership for the profession and inspire others within it
  • To continuously grow and improve as individuals and as a firm
  • To grow profitably and sustainably for the next generation

OUR VALUES

Responsibility To Our Clients

  • Fiduciary: We always put our client’s interests first.  The client is our boss and the only person we are obliged to serve.
  • Education: We require our staff to have university degrees in finance or related field and a CFP®designation. We encourage our team to seek advanced degrees, certifications, and embrace continuous learning, essential to delivering S.M.A.R.T.E.R.TM financial advice.
  • Transparency: We provide disclosure of any potential conflict in the beginning and throughout the relationship.
  • Integrity and Honesty: We are uncompromised in our values and will never waver, even if the choice adversely affects our firm.
  • Empathy and Patience: We always take the time to listen and understand our client’s goals, preferences, and situation so we can provide the recommendations they require.

Responsibility To Our Team

  • Our Atlas Team: We have a team of highly educated and experienced advisors who have complementary talents and skills and who are aligned and committed to a common purpose and mission.
  • Our collective values and client focus capitalizes on our individual knowledge and our relationships with each other, resulting in better client service.
  • Because clients work with and know the team, there is always someone they can speak to who knows their situation.
  • Our Broader Team: Even with the Atlas brain trust, we do not know everything. Our network of other fee-only advisors, PhDs and economists, tax professionals, attorneys, and other specialists support us with advanced solutions. If you have a trusted advisor you work with, we work with them to make sure your “broader team” of experts are synchronized and consistently focused on your needs. 

Responsibility To The Profession

  • We are active members of the relevant organizations (NAPFA and FPA) shaping our profession. We serve in leadership roles (as chairman, board members, team leaders) in these organizations; We actively support the organizations by speaking at their conferences, writing articles for their publications, and participating in advocacy initiatives.  
  • We teach and develop curriculum for current and future financial planning professionals at universities and financial services firms based on investment/household economic theory and the practical application of the body of knowledge. Our firm is one of the few firms who understand the academic and practical aspects of the work, so we are obliged to share our knowledge.
  • We employ an Internship Program for students studying to become financial professionals, providing real-world experience for nascent advisors so they learn how to best serve clients.

Giving Back

Dr. Mattia is founder/director of the Women’s Money Empowerment Program at the Women’s Resource Center, a 501(c)(3) not-for-profit agency in Manatee & Sarasota Counties. Women (and men) who need financial advice but cannot afford to hire a planner can get financial support there – ask for Laura or Alison.
Women's Money Empowerment Sarasota, FL Atlas Fiduciary Financial

Optimizing Your Wealth on a Continuous Basis

Ongoing asset management includes updates to your financial roadmap on an as-needed basis. We recommend revisions to your projections and roadmaps when life, tax laws, etc. change or take place. Together, we’ll rebalance as needed so your portfolio does not become riskier and you receive the extra return by adhering to a strict buy/sell strategy.

We volunteer to provide one-on-one pro-bono advice and also webinars for WRC. Please see a sample webinars below:

Women’s Money Empowerment

Empowering Widow Clients - Round the Table Magazine

Empowering Widowed Clients

ROUND THE TABLE MAGAZINE (SEPT/OCT 2021) There will soon be 13 million widows in the U.S., with nearly 1 million added each year. We refer to this as the widow tsunami. This articles addresses how to help clients who have lost a spouse gain financial know-how and plan for their future.

A Woman’s Guide to Making the Most of Social Security

NY TIMES (JUNE 28, 2021) – Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know.

Women and Social Security: How to Get the Biggest Check

J99 NEWS (JUNE 28, 2021) – Women tend to live longer than men and are more dependent on social security as a primary source of retirement income. Yet many women leave significant amounts of this guaranteed source of inflation-adjusted money on the table.

Financial Empowerment and Financial Security for Widows (VIDEO) by Dr. Laura

Blog and Video Below This is a very specific blog for our clients and friends who are navigating widowhood. If you know someone who might benefit from this material, please pass it along. Death of a spouse, hands down has been proven to be the most stressful life event one can experience. Widowhood is such an intense transitional experience that widows need strong support, wanting to feel in control and empowered to deal with the situation. But often times, married friends become distant, other friends are simply uncomfortable and family members live far away. It can be a lonely time …

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.

Take The Women’s Money Empowerment Quiz

Discover you score towards financial empowerment. Fill out this quiz to gauge where you’re at and if it’s time to take control.

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