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 Sarasota, FL
a person who supports a heavy burden; a mainstay
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Committed to Sarasota
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.
Contributing to Your Financial Peace of Mind
Smarter Financial and Investment Solutions
Tailored for Your Money and Life
Our Promise To You
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.