Independent, locally owned, and free of any conflicts of interest. It is our fiduciary duty to put our clients’ interests first. We are a fee-only financial coach and planner. We can never work on commissions and can never be paid to steer you into any fund or financial product.
Our Interests Are Aligned With Yours
Did you know that many financial advisors are not legally bound to put your interests first? If they are registered as a broker, which most advisors are, they are legally allowed to have conflicts of interest and can receive kickback payments for products they sell. Atlas Capital puts your interests first.
Schedule an introductory phone call or online meeting here.
Nationally Recognized
Let our nationally recognized expert in financial and retirement planning help you plan for your future. The owner of Atlas Capital, Doug Carey, is followed across the country by thousands as he dispenses financial and retirement planning advice on several popular websites such as U.S. News, Yahoo Finance, Business Insider, CBS News, and many others.
USE OUR AWARD WINNING PLANNING SOFTWARE
The founder of Atlas Capital is also the founder and owner of WealthTrace, an award winning financial and retirement planning program used by thousands across the country. You will have access to this powerful and easy to use program that can be used on any device. See all of your investments in one location, plan for your future, run scenarios, and view historical information on all of your investment accounts.
Learn More About The WealthTrace Financial & Retirement Planner
Hourly Planning
Unlike other advisors, we only charge you for the time used. Our unique hourly planning model saves you money and time.
Empowered
You will always be empowered to see your financial plan using our software. Log in any time on any device to review your plan.
Get Help Any Time
Help with your finances is just a click away. Schedule anywhere between a 30 minute to 4 hour session. You choose. Meet in person or online.
Planning Experts
Get help from a nationally recognized Chartered Financial Analyst (CFA), the most highly coveted designation in the finance industry.