A complete list of active advisors currently associated with Atmos Advisory, LLC

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

Atmos Advisory serves individual investors — including both non-high-net-worth and high-net-worth clients — as well as pension plans, trusts, estates, and other entities, offering discretionary portfolio management, financial planning, and consulting. Financial planning is included as part of the firm’s investment management services, and Atmos can advise on assets held outside a primary custodian such as variable life, annuities, and employer-sponsored retirement plans. The firm implements ETF-heavy, modern portfolio theory–informed asset allocation models managed on a discretionary basis, emphasizing low turnover, tax awareness, and periodic rebalancing. Atmos may allocate portions of client portfolios to third-party Independent Managers for specialized objectives while maintaining ongoing monitoring and the ability to appoint or replace those managers. Distinctive features include a small, four-advisor team managing roughly $181 million for about 85 clients, resulting in a relatively concentrated client roster with higher AUM per relationship and no firm-wide account minimums. Atmos provides ERISA fiduciary services including discretionary 3(38) plan management and rollover guidance, recommends a primary custodian relationship that yields software and research benefits, and permits supervised persons to sell insurance products on a commission basis—relationships and business arrangements that clients should consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Atmos Advisory, 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.