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

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

Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management as well as non-discretionary options and standalone financial planning engagements tailored to client goals. The firm follows an active, tactical allocation approach that incorporates both fundamental and technical analysis and uses a broad set of instruments, including equities, fixed income, mutual funds, options, and cash positions used as potential hedges. It implements both short- and long-term trading strategies, may write options (including uncovered strategies), and can manage held-away defined contribution participant accounts via a third‑party platform while avoiding direct custody. Noteworthy aspects of the practice given its modest scale and recent start are the combination of active tactical/option-capable portfolio management with standalone fixed-fee planning and the operational choice to manage employer-sponsored plan accounts through a platform. The firm’s principal also maintains insurance licenses and a nontraditional professional background outside of finance, which the brochure discloses as a potential source of conflicts when insurance products are recommended.

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