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

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

Atlas Financial Advisors is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), investment companies, charitable organizations, and businesses. Like many team firms, it generally charges percentage‑of‑AUM fees for portfolio management and requires a discretionary mandate to implement client strategies. The firm constructs and monitors customized portfolios with an emphasis on fixed‑income instruments such as municipal bonds, corporate debt, and U.S. government securities, and will rebalance portfolios in response to market conditions and changes in client circumstances. Atlas employs a mix of fundamental, technical, charting and cyclical analysis, may use margin and options in suitable accounts, and may recommend third‑party money managers when appropriate. Atlas is notable for its formal affiliations: it is under common control with a broker‑dealer and with other advisory and holding entities, and certain associated persons are registered representatives who may receive transaction‑based compensation while Zeus Financial, the affiliated broker‑dealer, may act as a principal in some fixed‑income transactions. The firm discloses these relationships — including the offering of affiliated private placements through its holding company — and identifies related conflicts of interest and mitigation steps, such as not charging advisory fees on client assets invested in affiliated ventures.

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