Our Promise To You

Very few firms encompass all three pillars required to provide the most responsible financial guidance. We do.

TRUST AS FIDUCIARIES

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.

ADVANCED EDUCATION & KNOWLEDGE

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.

BEYOND COMPREHENSIVE PLANNING

We have a big responsibility to you. 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 develop confidence in your financial future. This is our goal!

S.M.A.R.T.E.RTM
Solutions For Your Best Life

COLLABORATIVE | EMPATHETIC | THOROUGH

Guiding You Every Step of the Way

Atlas Fiduciary
waves

Contributing to Your Financial Peace of Mind

At Atlas Fiduciary Financial, we care about our clients and are humbled by the opportunity to contribute to your long-term success. By helping you control particular aspects of your financial life, we aim to guide you away from making mistakes and instead focus on what really matters to you.
waves

Get in Touch With Our Firm Today

Interested in Learning More?

Through an ongoing process, we’ll work with you to better understand how to address your needs.
napfa national association of personal financial advisors
fee only financial advisor logo
certified financial planner professional cfp sarasota fl northern nj
CFA Institute Sarasota, FL Atlas Fiduciary Financial
cpa rgb
financial planning association fpa logo

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.