Your Personal Wealth Advocate
No Minimums, No Sales – Fiduciary Advice
Fee-Only Financial Planning
Investment Advice You Can Understand
CPAs You Can Trust
Whether you’re just getting started or have sophisticated wealth planning needs, Atlas provides independent, unbiased advice along the way.
As your wealth planning partner, Atlas combines our financial planning, investing, and tax knowledge to provide you with the all-in-one Atlas Experience. Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.
THE ATLAS EXPERIENCE
Where do I begin?
Am I maximizing my employer benefits?
How much house can I afford?
How can I fund my child’s education?
What do I enjoy in life? How can I do more of it?
And many more
Are we on track?
If we live past 100, will we be ok?
If the market tanks, will we have enough money?
Are we invested appropriately?
Are we taking too much risk, not enough?
What lifestyle can we lead now, while not sacrificing in retirement?
WHERE CAN WE JOIN YOU ON YOUR JOURNEY?
Atlas Financial is an independent, fee-only financial planner and financial advisor to individuals, families, and business owners in Richmond, Virginia, Central Virginia, and virtually nationwide.
Atlas Financial provides financial planning, investment management, and personal tax planning and preparation services.
As a fee-only Financial Planner, Atlas Financial provides unbiased advice always in the best interest of our clients. Fee-only means we provide advice for a fee. We don’t receive any other forms of compensation. We don’t sell products, earn commissions, have quotas or receive kickbacks like some other financial advisors.
Our experience and unique service model allows us to work with clients in all phases of their lives.
Our services include:
- Comprehensive Fee-only Financial Planning
- Investment Management
- Personal Tax Planning
- Personal Tax Services
- Comprehensive Financial Planning
- Retirement Planning
- Insurance Planning & Analysis
- College Planning
- Employee Benefits Review and Maximization
- Social Security Planning and Analysis
- Stock Option Planning
- Wealth Transfer Planning
- Family Education
- Debt Management
- Fun Forecasting
- And More
9020 Stony Point Parkway, Suite 145
Richmond, VA 23235