A complete list of active advisors currently associated with Atlantis Investment Coaching, LLC

Warmer can help you find a great advisor at Atlantis Investment Coaching, LLC or one who fits your needs even better.

Atlantis primarily serves individual clients—including many high-net-worth individuals—and also works with pension plans and business entities. The firm offers holistic financial planning, a cash flow management coaching service, and educational workshops, while investment management is provided by third-party advisers that Atlantis recommends rather than by Atlantis itself. Atlantis follows an investment philosophy that emphasizes market-efficient, asset-class and index-oriented strategies (described in its materials as Free Market Portfolio Theory) and focuses on aligning allocations with each client’s risk tolerance. The firm does not exercise discretionary authority or execute trades; portfolio implementation and ongoing management are performed by third-party advisers (primarily Matson Money), and reviews are provided only as part of planning or coaching engagements or upon client request. Noteworthy differences from many peers include Atlantis’s disclosed use of client testimonials in its advertising and its regular hosting of educational seminars and workshops (sometimes open to the public for a fee). The firm also discloses that some of its advisers are licensed insurance agents and that Atlantis receives referral compensation from its primary third-party adviser—conflicts it identifies and addresses in its disclosure.

To learn more about the advisors currently working at Atlantis Investment Coaching, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.