Who We Are

We are a highly educated and experienced team
of fee-only financial advisors and investment managers
who are providing SMARTER financial planning and SMARTER investment management services, to help you live your best life.


Our commitment to our clients’ success is in our name:

Atlas
Fiduciary
Financial

  • Definition: At-las

    a person who supports a
    heavy burden; a mainstay

  • Definition: Fi-du-ci-ar-y

    a person to whom property or power
    is entrusted for the benefit of another


Fiduciary-Backed Client Focused Life Planning and Investment Management


A lot of firms throw around the term Fiduciary, and unlike Atlas Fiduciary Financial some of these firms do really not even qualify to use that distinction. But we get asked all the time what does fee-only fiduciary even mean?
To put things simply…

The client is our only boss

Our advice is purely independent, objective and merit-based.


Our Difference


Our Unique Approach Created To Help You Achieve Your Best Life

S.M.A.R.T.E.R Scientifically Managed Assets Requiring Trust, Education & Responsibility

Atlas Fiduciary Financial is defined by our SMARTERTM Financial Planning service - a unique approach that combines advanced strategy with decades of real-world experience, and ongoing personal service that build long-term relationships.


Our Purpose


Our Purpose Is To Help You Reach Yours

We inspire and influence clients, financial planners, and the profession to make SMARTER™ financial decisions using scientific processes and modeling, which change lives.

Our Team

All advisors at Atlas Fiduciary Financial are distinguished as Certified Financial Planner (CFP®) Fee-Only Professionals, and participate in various programs of continuous education.

A Team Of Highly Educated Financial Advisors With Top-Industry Credentials

Three of Atlas’ team members also have MBAs, and two have Ph.D.s. Additional certifications include: CFA and CPWA®—both advanced certifications in investing— and the CLU and CHFC certifications in insurance.

Our Mission

Our mission is to ensure the financial integrity of Atlas Fiduciary Financial. We strive to support the mission of the firm, the careers of our employees, and profitability for the owners. Through both management of the budget and strategic planning, we provide transparency, tools, and metrics to employees and owners so that they can allocate resources effectively to ensure the future of the firm and the appropriate services to clients.


Our Vision

Helping our clients achieve their lifetime goals and developing lifelong relationships with them.


Our Goals

  • Remain Fee-Only and 100% Fiduciary, where the client is our only boss and our advice is purely independent, objective and merit-based.
  • Provide family-office-like solutions going beyond what most consider comprehensive advice to achieve their life goals.
  • Use the body of knowledge (the science of investment theory and household economic theory) to formulate trusted, educated, and responsible recommendations.
  • Provide a Wow Experience for our clients.
  • Build trusting and fulfilling relationships with clients, each other, and within our community and profession.
  • Help clients achieve their life goals and provide clarity about their financial circumstances.
  • Foster meaningful careers and a great work environment for our team.
  • Provide leadership for the profession and inspire others within it.
  • Continuously grow and improve as individuals and as a firm.
  • Grow profitably and sustainably for the next generation.

Our Values


Responsibility To Our Clients

Responsibility To Our Clients

Fiduciary Service: We always put our clients’ 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 a related field and a CFP® certification. We encourage our team to seek advanced degrees and certifications and to embrace continuous learning, which is essential to delivering S.M.A.R.T.E.R.™ financial advice. Transparency: We provide disclosure of any potential conflict of interest throughout our advisor-client 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 unique situation to provide the best possible recommendations.

Responsibility To Our Team!

Responsibility To Our Team

Our Atlas Team: We have a team of highly educated and experienced advisors who have complementary talents and skills and 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 understands 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 will collaborate with them to make sure your “broader team” of experts are synchronized and consistently focused on your needs.

Responsibility To Our Community

Responsibility To Our Community

Dr. Mattia, Ph.D., MBA, CFP®, is the founder of the Women’s Resource Center Women’s Money Empowerment Program pro bono financial advice to people looking for responsible guidance. The program helps women build financial security by building wealth, planning for the future, and navigating transitions such as divorce, death, a significant move, graduation, retirement, or inheritance. Dr. Laura has been a university finance professor for over 20 years. She is also a board member and co-chair of the investment committee at the Community Foundation of Sarasota County (CFSC).

Responsibility To The Profession

Responsibility To The Profession

We are active members of important industry organizations (NAPFA and the FPA) and are working to shape our profession. We serve in leadership roles (chair, 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 that understand both the academic and practical application of investment/economic science. We employ an internship program for students studying to become financial professionals, providing real-world experience for nascent advisors to educate them how to best serve clients.


Our Values

Responsibility 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:

Responsibility To Our Clients

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.

Superior Qualifications

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.

Fiduciary Promise

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.

Partnership

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.

Satisfaction

Our client relationships are genuine and rewarding. We are grateful and humbled to do meaningful work contributing to our client’s well-being.


Certifications + Memberships

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.


  • NAPFA

    For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict Fee-Only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

  • FEE ONLY

    Fee-Only financial advisors are small business owners, shareholders, and employees compensated for their time and expertise in comprehensive financial planning and investment management. They are not representatives of brokerage firms or insurance companies, and never make commission or kickbacks. Fee-Only advisors work only for you under a crystal clear fee structure and fiduciary oath.

  • Certified Financial Planner

    CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

  • CFA Institute

    CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in Investment Performance Measurement (CIPM) designation, and the Investment Foundations Certificate.

  • Certified Financial Planner

    The American Institute of CPAs® (AICPA) and its predecessors have served the public interest for 136 years. The Chartered Institute of Management Accountants® (CIMA) was founded in 1919 and has helped shaped the profession for over a century. In 2017, we came together as AICPA & CIMA to forge a powerful international alliance that promotes accounting and finance in every corner of the world

  • Certified Financial Planner

    Financial Planning Association® is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA® is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.




Locations

Our Locations

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 Southwestern Florida and Northern New Jersey.

Living and working for clients in Sarasota Florida and Oakland New Jersey over 30 years. we pride ourselves in our synergistic and complimentary strengths to guide you in financial solutions to achieve your best life, however you define it.




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