Our Purpose Is To Help You Reach Yours
Our Purpose
We inspire and influence consumers, financial planners, and the profession to make
SMARTER™ financial decisions using scientific processes and modeling, which change lives.
Our Vision
Helping our clients achieve their lifetime goals and developing lifelong relationships with them.
Our Mission
Our mission is to ensure the financial integrity of Atlas Fiduciary Financial. We strive to support the mission of the firm, the careers of our employees, and profitability for the owners.
Through both management of the budget and strategic planning, we provide transparency, tools, and metrics to employees and owners so that they can allocate resources effectively to ensure the future of the firm and the appropriate services to clients. Read More
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
Fiduciary Service: We always put our clients’ interests first. The client is our boss and the only person we are obliged to serve.
Education: We require our staff to have university degrees in finance or a related field and a CFP® certification. We encourage our team to seek advanced degrees and certifications and to embrace continuous learning, which is essential to delivering S.M.A.R.T.E.R.™ financial advice.
Transparency: We provide disclosure of any potential conflict of interest throughout our advisor-client relationship.
Integrity and Honesty: We are uncompromised in our values and will never waver, even if the
choice adversely affects our firm.
Empathy and Patience: We always take the time to listen and understand our client’s goals,
preferences, and unique situation to provide the best possible recommendations.
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Responsibility To Our Team
Our Atlas Team: We have a team of highly educated and experienced advisors who have complementary talents and skills and are aligned and committed to a common purpose and mission.
Our collective values and client focus capitalizes on our individual knowledge and our relationships with each other, resulting in better client service.
Because clients work with and know the team, there is always someone they can speak to who understands their situation.
Our Broader Team: Even with the Atlas brain trust, we do not know everything. Our network of other fee-only advisors, PhDs and economists, tax professionals, attorneys, and other specialists support us with advanced solutions. If you have a trusted advisor you work with, we will collaborate with them to make sure your “broader team” of experts are synchronized and consistently focused on your needs.
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Responsibility To Our Community
Dr. Mattia, Ph.D., MBA, CFP®, is the founder of the Women’s Resource Center Women’s Money Empowerment Program offering pro bono financial advice to people looking for responsible guidance.
The program helps women build financial security by building wealth, planning for the future, and navigating transitions such as divorce, death, a significant move, graduation, retirement, or inheritance. Dr. Laura has been a university finance professor for over 20 years. She is also a board member and co-chair of the investment committee at the Community Foundation of Sarasota County (CFSC).
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Responsibility To The Profession
We are active members of important industry organizations (NAPFA and the FPA) and are working to shape our profession. We serve in leadership roles (chair, board members, team leaders) in these organizations; We actively support the organizations by
speaking at their conferences, writing articles for their publications, and participating in
advocacy initiatives.
We teach and develop curriculum for current and future financial planning
professionals at universities and financial services firms based on
investment/household economic theory and the practical application of the body of
knowledge. Our firm is one of the few firms that understand both the academic and
practical application of investment/economic science.
We employ an internship program for students studying to become financial
professionals, providing real-world experience for nascent advisors to educate them
how to best serve clients.
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Approaching Your Needs With Care and Understanding
As we assess your portfolio and specific financial matters, we never lose sight of your best interest. You’re looking for smart, unbiased and objective advice based upon merit, which is why we’ll provide recommendations with care based on who you are, what your family dynamics consist of and your overall unique circumstances.
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?
Through an ongoing process, we’ll work with you to better understand how to address your needs.
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.
We volunteer to provide one-on-one pro-bono advice and also webinars for WRC. Please see a sample webinars below:
