Meet The Atlas Fiduciary Financial Team

Laura Mattia, PH.D, MBA, CFP®

Principal and Senior Fee-Only Planner

Read Bio
cross-icon

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

CIO and Senior Fee-Only Planner

Read Bio
cross-icon

Alison Hall, CFP®

FINANCIAL PLANNING DIRECTOR

Read Bio
cross-icon

Gary Hirsh, CPA, CFP®

Senior Fee-Only Planner

Read Bio
cross-icon
cross-icon

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.

cross-icon

Financial Planning and Investment Reviews as A Subscription Service

Here you want advice on a continuing basis but do not require ongoing investment management. This involves a beginning start-up fee ranging from $1,000 – $5,000 based upon the complexity of your situation and then a quarterly retainer that starts at $750/quarter (this is our minimum quarterly fee. It may be higher based on the complexity of your situation and needs).

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.

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

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.

The Woman’s Money Empowerment Credo

These ten points uncover the power that women hold in the financial industry.

TEDx: Overcome Your Fears To Build Resiliency and Create The Life You Want

In this TEDx, Dr. Mattia encourages women to overcome their fears by leaning on their strengths (superpowers) to build resiliency and create the life they want.

TEDx Financially Empowered Women Have Influence on Their Own Lives and More

In this TEDx Dr. Mattia encourage women to engage in financial decisions so they have more influence in shaping their own lives, their work environments, their communities, the world.

Get news from Atlas Fiduciary Financial, LLC in your inbox

Email

*

By submitting this form, you are consenting to receive marketing emails from: Atlas Fiduciary Financial, LL, 393 Ramapo Valley Rd Fl 2, Fl 2, Oakland, NJ, 07436, US, https://Atlasfiduciary.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email.