What Exactly Is The

S.M.A.R.T.E.R. Approach To Financial Solutions?

Scientifically Managed Assets
Requiring Trust, Education & Responsibility

Simply put, the SMARTER system is the confluence of our Scientifically-based management strategies rooted in decades of real-world experience, backed by Fee-Only Fiduciary commitments and provided with relationship-building, ongoing personal service for our client’s needs and goals.

What Does This Mean For Mean For You?

Your needs, goals and aspirations are placed in the center of the most effective asset management strategies, executed by Fee-only Fiduciaries with industry leading education, and delivered with personal service, that leads to long-term success and relationships.

As your needs change so will your financial solutions. With our ongoing personal service, the SMARTER system provides financial solutions that evolve with both client and, the financial environment affecting their life.


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:



Industry-Leading Advanced Education + Real World Knowledge & Experience

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.

Prove it View our team’s education & fee-only status


Dr. Laura Mattia
PH.D., MBA, CFP®
Stephen C. Craffen
CFP®, CFA®, ChFC, CLU
Greg Giardino
CFP®, CPWA®
Rengan (KK) Krishnakumar
CFP® Candidate

Fee-Only Fiduciary Integrity

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.

★★★★★
Service Excellence
Responsibility To You

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.


Prove it Client Reviews

Don’t Take Our Word About Commitment
to Our Clients. Read Our Clients’ Feedback On Working With Us.


12 years ago after a series of financial advisors and unfulfilled financial gains, we embarked on a new search for the RIGHT FIT. After 9 interviews, we discovered and hired Laura. We were so impressed with her that when she left N.J. to start Atlas Fiduciary we followed her. We recently relocated to Sarasota and Laura is helping us with transitioning from NJ to Florida. She is guiding us through estate planning a new home purchase and budgeting needs. She leaves no stone unturned!

Thomas Locola

My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

David Smith

As new comers to the Bradenton/Sarasota area, we found selecting a certified CFP that we could truly feel confident and comfortable about in handling our personal finances to be a daunting and confusing task. After speaking to 8 different financial advisors and firms, we were happy to go with Laura and her team at Atlas Fiduciary Financial. From the start, she spent a lot of time and attention on what our specific needs and goals are in transitioning and setting up our portfolio, and continues to advise us accordingly. Her high degree of professionalism, top notch expertise in financial planning, and on-going oversight has put us totally at ease as we work through the process towards our upcoming retirement. We would highly recommend Laura to anyone that is in need of a honest, dependable, expert financial advisor that that truly looks out for their clients best interests.

Richard Cardoza






Want To Learn More About

S.M.A.R.T.E.R. Approach To Financial Solutions?

(941) 879-9290


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