S.M.A.R.T.E.R.™ FINANCIAL SOLUTIONS FOR YOUR BEST LIFE

When Your Life Requires the Highest Level of Trust, Superior Knowledge, and Genuine Compassion

Fee-only Financial Advisor – Northern New Jersey

Atlas Fiduciary

Def: at-las

a person who supports a heavy burden; a mainstay

Def: fi-du-ci-ar-y

a person to whom property or power is entrusted for the benefit of another
Serving as a fiduciary is a tremendous responsibility and requires putting our clients first 100% of the time. Our belief is that the financial services industry can and should help people use money as a tool to achieve better results and greater fulfillment in their lives. Financial advisors must behave as if they are advising a family member; without an agenda, a sales motive or conflict of interest. To give top quality advice, the advisor must have financial degrees from a university and years of experience in finance so they can properly convey the pros and cons of their client’s options. It also requires the advisor to work independently, without influence to serve their client as the only boss they need to satisfy. We came to this belief separately, early in our careers.
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

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.

Smarter Financial and Investment Solutions

Atlas Fiduciary

Tailored for Your Money and Life

Decisions associated with financial planning and wealth management are often complex. Thankfully, our team has the experience and education to help simplify your concerns while keeping your best interests at the forefront of our recommendations.
financial planning team
waves

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:

cert

Superior Qualifications

Learn More

Education matters since it facilitates the ability to assess what is best for the client. Every person we hire has a minimum of 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.

balance

Fiduciary Promise

Learn More

Be certain, your interests always come first. From the day our firm was founded we’ve provided strictly fee-only financial advice. That means your advisory fee is our only compensation. Unlike fee-based advisors who are often paid in part by the companies whose products they recommend, Atlas Fiduciary Financial does 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.

hand shake

Partnership

Learn More

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 rest assured to enjoy life. This is our goal!

chat

Proactive Action, Discipline and Communication

Learn More

Life transitions cause financial stress making it difficult to make the right decisions. We listen deeply to uncover your unique needs in addition to explaining the pros and cons of each potential solution to foster an empowered decision.

sea

Peace of Mind

Learn More

We help you control the controllable, to achieve goals and protect against risk.

bulb

Satisfaction

Learn More

Our client relationships are genuine and rewarding. We are grateful and humbled to do meaningful work contributing to our client’s well-being.

COLLABORATIVE | EMPATHETIC | THOROUGH

Guiding You Every Step of the Way

Let’s Connect

With the use of technology, we’re able to serve clients locally and throughout the United States. For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey.

Whether you have a question or you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.

As Seen In The News

abc logo
featured on cnbc
featured in financial advisor magazine
featured in investment news
journal of financial planning
featured in marketwatch
NAPFA Advisor Magazine
featured in ny times
wall street journal wsj featured in

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.