Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk.

As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.

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.

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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.

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Let’s Get Introduced

(941) 879-9290

For 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.