Mapping your goals
supporting your dreams.
Our WHY
WE BELIEVE IN EDUCATING OUR CLIENTS BY USING A COLLABORATIVE FINANCIAL PLANNING PROCESS TO ENSURE FINANCIAL PEACE OF MIND
At Atlas, we serve your unique wants and needs. Our dedication to excellence means we stop at nothing to put you squarely on the road to success, with multi-generational planning and resources bespoke to your specific goals and values. We promise full commitment to our clients, and an unwavering support for them as they embark on their financial journey.
our
Vision
PARTNER FAMILIES WITH THEIR PERSONAL BOARD OF ADVISORS
We know the future of Wealth Management. With Atlas, the best of the institutional approach to multi-generational wealth creation meets a family office atmosphere and full-service approach. We give our clients the absolute best experience, and a clear roadmap to pursuing their dreams.
Why Us?
OUR INDEPENDENCE. YOUR ADVANTAGE.
Our allegiance is to our client—not the whims of the market or the interests of a larger corporation.
At Atlas Private Wealth Advisors, we have the freedom of an independent organization with the technology and resources of the nation's largest* independent broker/dealer, LPL Financial. Our independence ensures our clients receive advice driven by the latest strategy, objective data, and industry expertise.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
A Standard of Excellence
OUR FIDUCIARY DUTY
Our team is made up of highly trained wealth advisors with industry-leading training and certifications. As CERTIFIED FINANCIAL PLANNERS™, we abide by the highest standard of ethics and professional responsibility standards in our industry. This qualification means that we are held accountable to act in the clients' best interest, maintain confidentiality, and follow strict rules of Ethics and Standards. At Atlas, we believe our committed advisors and staff are the most critical factor of our clients’ success.
Read Our Code of Ethics and Standards
Check the background of your financial professional on FINRA's BrokerCheck.
The Client Experience
Wealth management is complex, ever-changing, and deeply personal. Your dreams are distinct, so why would you have the same plan as anyone else?
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Our Team
A good plan is only words without the proper team to put it into action. To get results, you need a team of people who know how to best serve your unique needs.
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Our Services
The success of an organization is determined by the expertise of their people, the capabilities of their technology and the tools forming their strategy.
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Our Resources
We’re always hungry for financial knowledge. If you want to understand our approach, see the content informing our strategy.
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Client Tools
We’ve assembled a series of digital tools to help make managing your financials quick and easy while still private and secure. Learn More
