Our Clients
Who Do We Serve?
Atlas is With Our Clients At All Stages of Their Financial Journey, offering Personalized Wealth Management Solutions and investment management even when needs are changing.

Atlas is With Our Clients At All Stages of Their Financial Journey, offering Personalized Wealth Management Solutions and investment management even when needs are changing.
If you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.
Retirement PlaningIf you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.
Retirement PlaningWe understand the widow’s financial journey, and we help prioritize what you should focus on and when in the context of your natural evolution through this challenging time. Our checklists and tools help prioritize what needs to be done and when, so you can better navigate this life transition, whatever stage you may be in.
Financial Planning For WidowsJust because you are retired does not mean there is not planning to do. These days people are finding that they spend more years in retirement than they spent in the workplace. Ongoing financial planning can help those already retired take actions to avoid mistakes during retirement years.
Planning For Business ProfessionalsIf you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.
Planing For ProfessionalsTransitions require smart financial decisions which are interrelated, complex and that don’t create irrevocable consequences. During these times a smart partner who is looking out for your best interest can help you understand the best path forward.
Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.
Join NowFor those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.
If you need some guidance or if you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out our contact form here, or schedule a meeting to get started.