Wealth advice with a personal touch is rare.
Fortunately, you've found your way here, as that's precisely what Atlas offers.
Combining foundational methods of financial planning with the right enabling technologies and a rigorous process drives progress towards your key life goals.
Atlas works diligently to deliver top-tier personalized advice refined for pre-retirees & young professionals.
Unlike with others in the financial industry, pre-retirees can rest easy knowing we have no fantasy algorithm or products to sell you.
Meanwhile, young professionals can live confidently in the present - letting us guide them as we optimize & prepare for what's next.
Chief Compliance Officer
Welcome! I started Atlas with the aim of raising the bar on financial planning.
I entered the world of finance desiring to make a difference, only to find many big firms don't place the client first.
The purpose of Atlas Capital Advisory is to provide an all-in-one solution for people seeking expert, objective advice.
As a fiduciary advisor, I am committed to the highest standards of excellence & professionalism in the industry.