Our Purpose Is To Help You Reach Yours
Our Purpose
Our Vision
Helping our clients achieve their lifetime goals and developing lifelong relationships with them.
Our Mission
Our Goals
- Remain Fee-Only and 100% Fiduciary, where the client is our only boss and our advice is purely independent, objective and merit-based.
- Provide family-office-like solutions going beyond what most consider comprehensive advice to achieve their life goals.
- Use the body of knowledge (the science of investment theory and household economic theory) to formulate trusted, educated, and responsible recommendations.
- Provide a Wow Experience for our clients.
- Build trusting and fulfilling relationships with clients, each other, and within our community and profession.
- Help clients achieve their life goals and provide clarity about their financial circumstances.
- Foster meaningful careers and a great work environment for our team.
- Provide leadership for the profession and inspire others within it.
- Continuously grow and improve as individuals and as a firm.
- Grow profitably and sustainably for the next generation. Read More
OUR VALUES
Responsibility To Our Clients
Responsibility To Our Team
Responsibility To Our Community
Responsibility To The Profession
Approaching Your Needs With Care and Understanding
Meet Your Atlas Fiduciary Financial Team
We provide comprehensive financial planning and investment management services in partnership with you, to help you achieve your best life possible life, identifying and achieving your goals over the long term.
We have offices in Sarasota, Florida and Oakland, NJ and serve clients throughout the United States.
Interested in Learning More?
To schedule a meeting, please give us a call.
Sarasota, FL
(941) 879-9290
Oakland, NJ
(201) 347-3110
Giving Back and Helping Empower Women
We value our role in giving back to our community. Dr. Mattia is founder/director of the Women’s Money Empowerment Program at the Women’s Resource Center, a 501(c)(3) not-for-profit agency in Manatee & Sarasota Counties. Women (and men) who need financial advice but cannot afford to hire a planner can get financial support there.






