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Philosophy

We believe a successful, long-term professional relationship is built upon mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element of this partnership with our clients. Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Clients enjoy the benefits of less worry, a feeling of financial security and knowing that a team of experienced professionals are providing the guidance necessary to best utilize personal financial resources. This approach provides our clients with the ability to spend their time and energy on the things that are most important to them.

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Approach

We believe that an informed client is an integral part of the financial planning process. We emphasize ongoing client education because most people are more comfortable making decisions if they understand the relevant facts and information. We encourage clients to ask questions and provide feedback on how we can best serve their needs. To assist those interested in our services, we offer an introductory meeting at no cost or obligation because we recognize that selecting a financial advisor can be a difficult process. At this meeting, prospective clients will meet with one of the advisors of the firm to outline their financial concerns and objectives and to learn more about Atlas.

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For planning services, we are paid on an hourly or on a fixed fee basis. All rates are fully disclosed at the time of the initial meeting and an estimate of the total costs based upon the services requested is given during that meeting. For investment management accounts, we are paid fees based upon the value of each portfolio to assure that Atlas’s interests are aligned with those of our clients. Our loyalty and allegiance is to our clients. Our independent approach reinforces our highest priority and fiduciary responsibility to put our clients’ interests first.

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