"Most people don't aim too high and miss. They aim too low and hit." - Bob Moawad


  • With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.

    Atlas helps individuals, families, and business owners develop and implement sophisticated, long-term financial plans that are highly tailored to your needs.

    Our full range of services are combined with investment strategies based on Nobel Prize winning academic research accessible to select advisors worldwide.

    All of our engagements begin with a no obligation introduction or second opinion review.
    Schedule Your No Obligation Review

Family Office Services

The sole commitment to our Family Office clients is to enhance their financial lives and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to lead lives that are in support of your family mission. We provide successful families and individuals the advantages and synergies of a single family office.

Family Office Services includes everything from financial and estate planning to assistance with investments, insurance, taxes, real-estate holdings, banking solutions and philanthropy.

Second Opinion Review

Are you looking for a second opinion regarding your financial investment strategy? Atlas offers consulting services for individuals and institutions wishing to evaluate their current financial results when compared to their objectives.


Atlas is truly a fee-only wealth advisor—we only charge a fee for the services we provide, with no hidden costs or expenses. We offer you complete objectivity because we have no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products.

Because we do not receive compensation from other sources, our sole commitment is to serve your best interests at a fair price.

Investment Philosophy

Instead of trying to beat the market, we believe that you should let the market work for you.

Our Asset Class Investing philosophy offers a prudent, strategic approach designed to help investors achieve their lifetime financial goals.

  1. It focuses your investment portfolio on your most important life goals rather than short-term market trends.
  2. It is based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.
  3. It is a disciplined and structured approach. It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.

We passionately believe that investors can benefit from the sophistication, truer asset class returns and lower costs that can come from adopting a strategic Asset Class Investing approach.

This means you no longer have to spend all your time focused on trying to outguess the market or pick the right managers.

Instead, you can address what matters most — enjoying your life secure in the knowledge that you have a prudent plan in place for achieving your long-term goals.

Ready to get Started?

All of our engagements begin with a free no obligation introduction or second opinion review.

Schedule An Appointment Today!