Broker Check

The Atlas Community Is...

An active network made up of our clients, professional partners, friends, advocates and thought leaders.  We promote and encourage a high level of interaction among our peers for support, perspective, advice and fun!

The Atlas Community Includes:

Educational Events:  Four times a year we come together for an hour long event with industry professionals on topics suggested by our clients.  Recent topics have included:  Women in Retirement, Market Volatility, and College Planning.  We all have questions, need guidance and in the hectic pace of life it is difficult to find the time to do all of the learning on your own.  Let us make this easier on you by bringing the experts to you for a presentation and question/answer period.

Professional Partners:  No one can be an expert on all things.  At Atlas, our expertise is in financial planning and advising.  However, through our strong network of professional partners we can connect you with the some of the best attorneys, accountants, and insurance providers in the area.    


Social Media: Like us on Facebook!  Follow us on LinkedIn and Twitter!   You will not be disappointed with the vast array of timely, relevant and interesting articles and videos at your fingertips. Feel good about perusing social media!

 Follow us on LinkedIn           Like us on Facebook!              Follow us on Twitter!  

Resources The world moves at a very fast pace and it is difficult to keep up with all that is going on around us.  We can help bring important matters that impact your financial health to your attention.  Whether it be legislative actions, national economics, or business news we can help keep you informed via our website, social media or email.  We have strong connections with industry leaders such as LPL Financial, Symmetry Partners, American Funds and Pacific Life.  We are a local firm, but with our relationships we have deep pockets when it comes to resources.