Working with Atlas Wealth Advisors means working with a retirement expert who is dedicated to your unique goals.
What We Do
RETIREMENT
PLANNING
Live the life you want in retirement, without having to worry about running out of money. We're retirement planning experts, so you don't have to be.
Investment
Management
Achieve your goals in both good and bad markets with a long-term, reliable approach. We will implement a clear strategy that evolves as your needs change.
TAX
PLANNING
Avoid missed opportunities and unnecessary taxes. Our team of tax and retirement experts will help you minimize taxes now, and through retirement.
Are We Right For You?
Atlas Wealth Advisors serves clients who:
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Are looking for a long-term relationship with a trusted advisor
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Are looking to delegate their financial decisions to a team of professionals
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Have accumulated over $1,000,000 in assets
Getting Started is simple
INTRODUCTION
Let's get to know each other.
A little about you and a little about us.
DISCOVERY
Learn all about you and your goals for retirement.
PLANNING
Clear financial recommendations to help you achieve your goals.
Still Have Questions?
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How is Atlas different than other firms?
1) We are retirement experts. You wouldn't trust your health to an average doctor. Don't trust your retirement to an average advisor. Click here to view our designations
2) We are your Personal CFO. Some people talk about it, we wrote the book on it (literally). Click here to download the first chapter for free
3) We are tax planners. We can prepare your tax returns, and implement proactive tax strategies to minimize the taxes you pay now and through retirement. Click here to meet our tax planning firm
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How can it benefit me that you are a fiduciary?
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It means we are held, by law, to provide the highest standards of care to our clients.
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It means we place your interests first, and above those of Atlas Wealth Advisors.
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It also means we always ask ourselves, before we make any recommendations, or take any action on your behalf, “Is this in our client’s best interest?”
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What is Atlas' investment philosophy?
We don’t believe in putting your money at unnecessary risk. Instead, we focus on solutions that we believe are globally diversified, tax-efficient, and low-cost.
Our aim is to bring you long-term results that are aligned with your unique financial objectives.
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I am ready to get started. What is the next step?
We invite you to CLICK HERE, where you can schedule a 15 minute introduction call.
We’ll set aside time to have an initial discussion where we learn more about you, and you learn a little more about us.