A complete list of active advisors currently associated with Atlas Brown

Warmer can help you find a great advisor at Atlas Brown or one who fits your needs even better.

Atlas Brown provides family wealth management and a suite of Family Office Services to individuals and families — including high‑net‑worth clients — as well as retirement plans, trusts, estates, charitable organizations, and corporations. Its services include discretionary and non‑discretionary portfolio management across individual securities, mutual funds, ETFs and options, and, for accredited investors, access to private placements, together with planning, estate coordination, private foundation support and bill‑paying services. Senior portfolio managers apply an institutional, multi‑asset approach that blends internal research, outside managers and alternatives to build customized strategies anchored to each client’s investment policy statement; the firm typically has trading discretion, uses block trading and limited good‑til‑cancelled orders, and conducts at least annual account reviews. Fidelity is the primary custodian and the firm emphasizes selecting cost‑effective mutual fund share classes and, where appropriate, exchanging shares to lower‑cost options. Notable deviations from many peers include a formal promoter/solicitor arrangement under which Atlas Brown pays a referring promoter a portion of the management fee and requires written solicitor disclosures — a marketing endorsement practice that is relatively uncommon among similar team firms. The firm also provides Family Office bill‑paying with limited custody of client checking accounts and undergoes an annual surprise custody examination for those services, and it discloses economic incentives that can arise when advising on IRA rollovers and potential private capital from founders, with policies intended to manage related conflicts.

To learn more about the advisors currently working at Atlas Brown, 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.