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

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

Atlas Wealth Management primarily serves individual investors — including a substantial number of high‑net‑worth clients — and also provides advisory services to small pension and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, and ERISA plan services in both non‑discretionary (3(21)) and discretionary (3(38)) roles. The firm’s investment process combines fundamental and technical analysis and centers on client‑specific factors such as age, retirement timeline, cash reserves and risk tolerance, with weekly portfolio reviews and discretionary trading authority for most accounts. Portfolios are invested in general securities — stocks, bonds, mutual funds, ETFs, government securities and options — and the firm does not place client assets into alternative investments, instead engaging or monitoring other managers when those strategies are appropriate. Compared with many peers, the firm runs participant education and group enrollment meetings and conducts client seminars or workshops as part of its retirement plan services, a relatively uncommon offering among similarly sized advisors. A firm principal also maintains an affiliated insurance brokerage (approximately 10% of that principal’s time) and may offer insurance products for a commission; the brochure discloses this potential conflict and notes clients may obtain insurance through other providers.

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