Affiliate with Atlas
Are you a passionate and driven financial advisor seeking an independent model that provides you a frictionless experience so you can focus on your practice? At Atlas Wealth Advisors, we’re more than just a firm – we’re a team of dedicated professionals committed to empowering our advisors to find fulfillment through their work. Whether you’re part of a team or a solo practice, Atlas might be the right fit for your future.
Why Atlas Wealth Advisors?
- Values-Driven Culture: Our core values of authenticity, open communication, client focus, and the highest professional standards are deeply ingrained in everything we do. We foster a supportive and collaborative environment where every team member feels valued and respected.
- Empowering Clients: We believe in building long-lasting relationships with our clients, understanding their unique aspirations, and crafting personalized strategies to help them reach their goals. As an independent advisor, you will have access to the tools and resources you need to help your clients.
- True Independence but with support: At Atlas Wealth we recognize it’s your practice and you will own your client relationships (that’s what we call true independence). We’ll partner with you so that your practice will run in a frictionless way. We have the resources to allow you to focus on what you enjoy and let us help with the rest.
Our Enterprise Services
- Office Space: We can provide private offices or “hoteling space” if desired.
- Scale: By affiliating with a large enterprise you can take advantage of our scale through competitive independent payouts, program fees and the like.
- Staffing Help: Not only can we help you hire staff, we make your life easy by taking care of payroll, benefits and more.
- Coaching: Everyone needs someone to bounce ideas off of. We’re here when you need us.
- Transition Support: It’s not as scary as you think and we’re good at it.
- Practice Management: Whether it’s marketing, technology, advisory platforms, you name it, we can help.
Interested in Atlas?
If you’re a talented financial advisor who shares our values and is committed to making a difference, we encourage you to reach out today. Join our team and help us empower clients to achieve their financial dreams.
