A complete list of active advisors currently associated with Atlas Sustainable Wealth, LLC

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

Atlas Sustainable Wealth is a registered investment adviser that serves individual clients, offering both portfolio management and comprehensive financial planning. The firm reports managing about $2.4 million in discretionary assets and provides advice on a range of products, including employer-sponsored retirement plans, variable life and annuity contracts, and charitable giving as part of its planning services. The firm's investment approach emphasizes buying high-quality companies at reasonable prices for long-term holding periods (greater than five years), with a focus on individual stocks and bonds to limit mutual fund expenses and tax consequences. Portfolios are customized to clients’ risk tolerance and personal values, may include private placements for eligible clients (generally up to about 30% of a portfolio), and the firm may recommend sub‑advisers selected through a proprietary due diligence process. Distinctive features include a stated practice of conducting in‑house research and due diligence for sub‑advisers, advising on assets maintained in insurance products and employer plans, and receiving no compensation from private placement sponsors. The firm follows CFA/CFP code standards, votes proxies for selected accounts, and uses custodial and execution arrangements with Interactive Brokers while disclosing block trading and personal trading policies.

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

Name	Location	Years of experience
Mark Donnelly	Baltimore, MD	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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