SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE

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

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Fee-Only Financial Advisor Sarasota, FL

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.
CFA Institute Sarasota, FL Atlas Fiduciary Financial

Interested in Learning More?

Through an ongoing process, we’ll work with you to better understand how to address your needs.

Committed to Sarasota

We don’t just work in Sarasota. Sarasota is our home, and our clients are our neighbors.

Our Home

We love visitors and snowbirds, but this is our home. We live in Sarasota, work in Sarasota, our children go to school in Sarasota, we attend church in Sarasota, and we participate in the Sarasota community.

Our Investment

While others use temporary office space in town, we invested in our office (between Bee Ridge and Fruitville but near Route 75 for convenience). Our office is open to visitors during working hours – stop by for a cup of coffee.

Our Commitment

Atlas Fiduciary’s principal, Dr. Mattia, is committed to the profession and the community. Six years ago upon moving to Sarasota she was hired by the Dean at USF to work with the business college and the state of Florida to create a new degree program so students can learn to become Certified Financial Planners. Five years later this new program is now thriving with many students enrolled in the program.
Dr. Mattia’s PhD thesis was focused on Women and Money so knew the stats where 78% of single female headed households in Florida are below the Alice threshold1 and baby boom women are less financially literate than men, putting them at risk when they become divorced or widowed. Many of these women seek assistance from the Women’s Resource Center (WRC), a 501(c)(3) located in Sarasota, Manatee and Venus. Dr. Mattia wanted to help so she created the Women’s Money Empowerment program at WRC, where women (or anyone in need) can receive pro bono financial advice, financial education and overall financial guidance as they navigate through life transitions.

1https://www.unitedforalice.org/
ALICE, an acronym for Asset Limited, Income Constrained, Employed, is a new way of defining and understanding the struggles of households that earn above the Federal Poverty Level, but not enough to afford a bare-bones household budget.

Our Clients

Our clients are our neighbors and our friends, where our partnership is valued and long-lasting.

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

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.

Our Promise To You

At Atlas Fiduciary Financial, we provide life-centered planning in partnership with our clients to assist them to achieve their best life possible with the money they have. We do this through:

Superior Qualifications

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.

Fiduciary Promise

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.

Partnership

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.

Satisfaction

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.

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