Why Atlas Wealth Advisors?

Why AWA?

As a fee-based wealth management company, our clients’ interests come first. Our goal is to tailor your financial plan based on your long term objectives, and to build a lasting relationship to help you and your family make better financial decisions.

We are committed to the highest level of professional education, which is why most of us hold some of the most distinguished designations in the industry:

CFP®
Certified Financial Planner

ChFC®
Chartered Financial Consultant

CPWA®
Chartered Private Wealth Advisor

Our Clients

Business owners

We help clients answer questions like, “How do I maximize the tax benefits of my business to help me reach my goals? What type of retirement plan is right for me? Am I diversified? What is the value of my business? What is my exit strategy?

Executives

We’ll help plan for questions like, “How much do I need for a comfortable retirement? Do I have too much exposure to my company stock? Am I on track for my children’s education planning? Is my estate plan in line with my wishes? How can I get a consolidated picture of my assets, and how they should work together?”

Physicians

Our physician clients ask us, “What do I need to do for a comfortable retirement? Are my assets structured to protect me from any lawsuits? Can I do anything to be more tax efficient? Is my estate plan in line with my wishes?

Flexibility & Strength

We have partnered with WFG Investments, Inc. (WFG) as our broker-dealer to provide you with institutional-level investment offerings, along with boutique-sized firm service. Headquartered in Dallas, TX, WFG has been a trusted resource for over two decades. Additionally, WFG has received honors from Financial Planning Magazine, Dallas Business Journal, and SMU’s Cox School of Business for it’s commitment to excellence.

Watch a video about our tools.

Life in a Box Video

*We are not in the business of giving tax and/or legal advice. While we believe our sources to be reliable, you should consult your own tax advisor or legal counsel as it relates to your particular situation.