A complete list of active advisors currently associated with Atlas Financial Advisors, Inc.

Warmer can help you find a great advisor at Atlas Financial Advisors, Inc. or one who fits your needs even better.

Atlas Financial Advisors, Inc. provides ongoing portfolio management, financial planning, and pension consulting to individual investors and pension/profit‑sharing plans. The firm offers discretionary investment supervisory services and also provides subscription-based newsletters and fee-based educational seminars and workshops. Atlas uses a mix of fundamental, technical, and cyclical analysis and implements both long‑ and short‑term trading strategies, including approaches that can involve market timing. It generally seeks discretionary authority to execute trades on clients’ behalf and performs at least quarterly reviews of client accounts. Noteworthy aspects include a paid monthly newsletter that may contain specific buy/sell recommendations and a regular schedule of public workshops, which are uncommon among peers. Several firm representatives are licensed insurance agents and maintain affiliations with other advisory entities, and the firm disclosed a May 2025 consent order addressing books-and-records and advertising compliance — all of which may be relevant to prospective clients considering a relatively large client base for a two-advisor firm.

To learn more about the advisors currently working at Atlas Financial Advisors, Inc., 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.