Independent, locally owned, and free of any conflicts of interest. All of our revenue stays right here in the Boulder area. As a Registered Investment Advisor (RIA) firm it is our legal and fiduciary duty to put our clients' interests first. We are a fee-only advisor and can never work on commissions and can never be paid to steer you into any fund or financial product.
Did you know that many financial advisors are not legally bound to put your interests first? If they do not have the Registered Investment Advisor (RIA) designation, they are legally allowed to have conflicts of interest and can receive kickback payments for products they sell. Only RIAs, like Atlas Capital, are legally bound to put your interests first.
Did you know that many financial advisors are not legally bound to put your interests first? If they do not have the Registered Investment Advisor (RIA) designation, they are legally allowed to have conflicts of interest and can receive kickback payments for products they sell. Only RIAs, like Atlas Capital, are legally bound to put your interests first.
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Our Story
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Over 23 years of experience in the finance industry, a nationally recognized expert in retirement planning, with knowledge of every facet of personal finance. Chartered Financial Analyst (CFA), Registered Investment Advisor (RIA), Masters Degree In Economics, nationally known author. You will always have access to your financial and retirement plan using WealthTrace, the #1 financial planning software for consumers.
Your Financial Plan
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We will build your plan with you in the most accurate planning software on the market for consumers. Instead of just handing you a 100 page printout like many advisors do, we will walk through your results with you, in person. We will discuss how much you should be saving, when you can retire comfortably, what it will take to meet your goals, and any other facet of your financial life you can think of.
Our Fees
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We do not receive commissions, brokerage fees or incentive fees to promote one investment over another. We are a fiduciary Registered Investment Advisor and legally must have your best interests at heart. Thus, Atlas Capital's goals coincide with our clients' financial objectives: namely to help you plan for your financial future and make your assets grow.
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