Your Local Sarasota Fee-Only Financial Advisors and Investment Managers.

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

Why Choose Atlas Fiduciary Financial?

Our unique science-driven approach to planning and investment management is backed with the integrity of a Fee-Only Fiduciary and delivered by an always-available team, with the industry’s highest levels of education and experience. We are passionate about creating personalized portfolios aligned with your goals and risk tolerance.

Signed fiduciary commitment

The signed fiduciary oath we provide each client. Our commitment to your success is in writing.

Advanced and relevant education

Our advanced and relevant education (every member of our team is either a BS, MS or PhD in Personal Financial Planning and Investments)

Gold-standard certifications

Our advanced gold-standard certifications (CFP®, CFA®)

Experience

Our years of experience (Senior advisors have over 30 years working in senior levels of finance for CEOs, business owners and individuals)

Personal client relationships

Our relationships are personal. We are a boutique firm where clients are encouraged to stop by our office any time, have our cell phone numbers, and know we care about them personally.

Available for you face-to-face

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

Fee-Only Financial Advisors In Sarasota, FL

A lot of firms throw around the term Fiduciary, and unlike Atlas Fiduciary Financial some of these firms do really not even qualify to use that distinction. But we get asked all the time what does fee-only fiduciary even mean? To put things simply …

The client is our only boss Our advice is purely independent, objective and merit-based.

Sarasota Is Our Home

We Are Here For You
In Downtown Sarasota

Our office is located at 1577 Fruitville Road Sarasota, Florida 34236


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.

We Are Here For You In Downtown Sarasota

We are honored to be a member of the Sarasota community as Fiduciaries, providing financial planning and investment management services, to help you live your best life.

Please stop by our Sarasota Office at 1577 Fruitville Road (on the corner of Orange Avenue and Fruitville).

We are here Monday through Friday between 9-5 or make an appointment to ensure our availability at 941-879-9290.

Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk.

As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.


What Exactly Is The

S.M.A.R.T.E.R. Approach To Financial Solutions?

Scientifically Managed Assets
Requiring Trust, Education & Responsibility

Simply put, the SMARTER system is the confluence of our Scientifically-based management strategies rooted in decades of real-world experience, backed by Fee-Only Fiduciary commitments and provided with relationship-building, ongoing personal service for our client’s needs and goals.

What Does This Mean For Mean For You?

Your needs, goals and aspirations are placed in the center of the most effective asset management strategies, executed by Fee-only Fiduciaries with industry leading education, and delivered with personal service, that leads to long-term success and relationships.

As your needs change so will your financial solutions. With our ongoing personal service, the SMARTER system provides financial solutions that evolve with both client and, the financial environment affecting their life.


Our Promise To You


As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.


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

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.

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.



Contributing to Your
Financial Peace of Mind

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.


Who We Are


CEO + Founder Dr. Laura Mattia PH.D., MBA, CFP®

Atlas Fiduciary’s principal, Dr. Mattia, is committed to the profession and the community. In 2016 after moving to Sarasota she was hired by the USF Business College Dean to work with the state of Florida to create a new registered Certified Financial Planners™ degree, ultimately ensuring that the people of Florida are better served by a new breed of educated financial planners.

Dr. Mattia’s Ph.D. academic research has made her aware that 78% of single-female-headed households in Florida are financially struggling 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

Dr Laura Mattia recognized as an Amazing Women on Suncoast View Television

Our Team

All advisors at Atlas Fiduciary Financial are distinguished as Certified Financial Planner (CFP®) Fee-Only Professionals, and participate in various programs of continuous education.

A Team Of Highly Educated Financial Advisors With Top-Industry Credentials

Three of Atlas’ team members also have MBAs, and two have Ph.D.s. Additional certifications include: CFA and CPWA®—both advanced certifications in investing— and the CLU and CHFC certifications in insurance.



 Want to learn more about working with us?

Want to learn more about working with us?

We can meet in person if you live near our offices in Sarasota, Florida or Oakland, NJ, or we can meet virtually no matter where you live. Contact Us to set up an appointment.

Atlas Fiduciary


Sarasota Financial Planning FAQs

Discovering the Best Fee-Only Fiduciary in Sarasota, Florida



When it comes to managing your wealth and financial future, the guidance you choose can make all the difference. In Sarasota, Florida, the term "Fee-Only Fiduciary" stands out as a gold standard. At Atlas Financial, we embody this standard, committed to offering transparent, client-centered advice. But what makes a Fee-Only Fiduciary the best choice for your financial needs in Sarasota?

Unbiased Financial Guidance

A Fee-Only Fiduciary is compensated solely through client fees, not through commission-based product sales. This model ensures that our advisors at Atlas Financial prioritize your best interests, providing unbiased advice without the conflict of interest inherent in commission-based relationships.

Comprehensive Financial Planning

As a premier Fee-Only Fiduciary in Sarasota, Florida, Atlas Financial offers comprehensive planning services. From retirement planning to investment management, we address all aspects of your financial life. Our approach is holistic, and tailored to your unique circumstances, goals, and aspirations.

A Fiduciary Commitment

Being a fiduciary means we are legally bound to act in your best interest. This fiduciary duty is the foundation of trust and integrity that defines the relationship between you and Atlas Financial. We take this responsibility seriously, ensuring that every piece of advice we offer and every decision we make serves your financial well-being.

Personalized Investment Strategies

Atlas Financial prides itself on creating personalized investment strategies that align with your risk tolerance, time horizon, and financial goals. As a Fee-Only Fiduciary in Sarasota, we have the freedom to choose from a wide range of investment options, selecting those that will best serve your portfolio without the pressure to sell certain products.

Education and Empowerment

The best financial advisor doesn't just manage your assets; they educate and empower you to make informed financial decisions. At Atlas Financial, we provide the tools and knowledge you need to understand your financial picture, fostering a collaborative advisory relationship.

Local Expertise, Global Perspective

Sarasota's unique economic landscape requires a financial advisor who brings both local expertise and a global perspective. Our team at Atlas Financial is deeply rooted in the Sarasota community, yet we bring insights from the global financial market to inform your investment strategy.

Choosing Atlas Financial as Your Fee-Only Fiduciary

Selecting a financial advisor is a significant decision. With Atlas Financial, you are choosing a partner who is committed to your financial success without any hidden fees or agendas. As a Fee-Only Fiduciary in Sarasota, Florida, we are dedicated to earning your trust through excellence, transparency, and personalized service.

Whether you are building wealth, transitioning into retirement, or planning for your family's future, Atlas Financial is here to guide you. Reach out to us today to begin a conversation about your financial future and experience the peace of mind that comes with having a dedicated Fee-Only Fiduciary by your side.

The Atlas Financial Advantage: Your Trusted Fee-Only Fiduciary in Sarasota, Florida

Choosing the right financial advisor in Sarasota is pivotal to achieving your financial objectives. As a Fee-Only Fiduciary, Atlas Financial is not just a title—it's a promise to put your interests first, always. Here’s why our approach sets us apart in Sarasota.

Tailored Financial Planning for Sarasota Residents

Sarasota's vibrant culture, economy, and lifestyle require a financial plan that caters to its unique characteristics. At Atlas Financial, we offer tailored financial planning that considers local factors such as Florida's tax policies, estate laws, and the regional real estate market. This localized strategy ensures that your financial plan is as unique as the city you live in.

Transparent Pricing Structure

Our Fee-Only structure is transparent and straightforward. We believe that you should never be in the dark about how much you're paying for your financial services. We have no hidden charges or confusing fee structures. Our fees are based on the services provided, not the products sold, which aligns our success with your financial success.

Ethical Investment Management

As a Fee-Only Fiduciary in Sarasota, Florida, our investment management philosophy is rooted in ethical practices. We focus on building sustainable, long-term investment strategies that not only aim to yield returns but also align with your values and ethical beliefs. This approach means we look for investments that have a positive impact on society and the environment, reflecting Sarasota’s community values.

Continuous Monitoring and Adaptation

Your financial journey is not static, and neither are our services. We continuously monitor your financial plan and investments, adapting to changes in your life circumstances, financial goals, or the economic environment. Sarasota’s dynamic nature is mirrored in our agile approach to financial advisement.

Accessible and Approachable Expertise

At Atlas Financial, we pride ourselves on being accessible and approachable. We understand that finance can be complex, so we strive to communicate in a way that is clear and understandable. Our clients appreciate having a local Sarasota advisor who is available to answer their questions, big or small.

Commitment to Community

Our commitment extends beyond individual financial advice; we are dedicated to the Sarasota community. We believe in giving back through various initiatives and support of local charities and organizations. When you choose Atlas Financial, you're partnering with a firm that invests in the prosperity of Sarasota and its residents.

Begin Your Financial Journey with Confidence

Your search for a "Fee-Only Fiduciary Sarasota Florida" has led you to the right place. Atlas Financial is more than a firm; we are your neighbors, your advisors, and your partners in building a prosperous financial future. Whether you're looking at retirement planning, wealth management, or investment advice, our team is ready to offer you the best Fee-Only financial guidance in Sarasota.

Take the next step towards financial clarity and security. Contact Atlas Financial today to schedule a consultation and learn how our Fee-Only Fiduciary services can benefit you. Let's build your financial future together, with the care, expertise, and dedication you deserve.



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