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
a person who supports a heavy burden; a mainstay
Contributing to Your Financial Peace of Mind
Smarter Financial and Investment Solutions
Tailored for Your Money and 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:
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.
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.
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!
Proactive Action, Discipline and Communication
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.
Peace of Mind
We help you control the controllable, to achieve goals and protect against risk.
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
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.