A complete list of active advisors currently associated with ATLAS Lifestyle Planning Group LLC

Warmer can help you find a great advisor at ATLAS Lifestyle Planning Group LLC or one who fits your needs even better.

ATLAS Lifestyle Planning Group serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities by offering asset management, financial planning, ERISA 3(21) retirement plan advisory, and third‑party manager referrals. The firm reports about $72.5 million in assets under management across roughly 180 client relationships and operates with two advisors. The firm’s investment approach blends fundamental analysis and modern portfolio theory, documents client objectives in investment policy statements, and conducts portfolio reviews at least quarterly with rebalancing and monitoring as appropriate. It commonly uses third‑party managers and a held‑away account platform to manage retirement plan and participant accounts while providing ongoing oversight and reporting to clients. Distinctive features relative to peers include an unusually large office footprint for a small advisory team (11 offices) and a business profile in which the firm’s reported assets are primarily non‑discretionary rather than discretionary. The firm is affiliated with an insurance business whose principal devotes about 25% of his time to insurance activities and derives a majority of his revenue from insurance commissions, and ATLAS also receives referral and ongoing fees from third‑party managers (including arrangements with AssetMark); the brochure notes these relationships are disclosed and managed as potential conflicts of interest.

To learn more about the advisors currently working at ATLAS Lifestyle Planning Group 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.