Independent & Locally Owned

Interests Aligned With Yours.

Independent, locally owned, and free of any conflicts of interest. It is our fiduciary duty to put you first.

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A Different Standard

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. We are fee-only. We can never work on commissions and can never be paid to steer you into any fund or product.

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Client Reviews

What people are saying.

“

Best. Decision. Ever. Doug helped pinpoint a plan and areas of improvement to get my fiancé and I where we need to be. He lays out the steps so clearly it's almost too easy.

Lindsey D.
“

Doug made our retirement planning feel simple and stress-free. He walked us through Roth conversions, Social Security timing, and tax strategies in plain English.

Sarah K.
“

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule which I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Dara H.
“

Doug is exceptional at what he does. No matter your experience or financial situation, there's always room for improvement — and the best time to start is today.

Mitchell C.
“

Worth every penny. We finally have a clear picture of our future and a step-by-step plan to get there. The WealthTrace software is a game changer.

James & Karen T.
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Honest, transparent, and never pushy. Atlas Capital helped us understand exactly where our money was going and how to optimize our investments for the long term.

Robert H.
WealthTrace planning software dashboard
Technology You Can Use

Award-winning planning software at your fingertips.

The founder of Atlas Capital is also the founder of WealthTrace, an award-winning financial and retirement planning program used by thousands nationwide. See all your investments in one place, run scenarios, and track your future — on any device.

Full Transparency

View all of your investment accounts in one central location.

Scenario Modeling

Run what-if retirement simulations against your real portfolio.

Historical Insight

Review performance history across every account you own.

What You Get

Planning built around how you actually live.

01

Hourly Planning

Unlike other advisors, we only charge you for the time used. Our unique hourly model saves you money and time.

02

Empowered

You are always empowered to see your financial plan through our software. Log in any time, on any device.

03

Help Any Time

Schedule 30-minute to 4-hour sessions when you need them. Our unique hourly model means you only pay for the time you use — no retainers, no hidden fees.

04

Planning Experts

Guidance from a nationally recognized Chartered Financial Analyst (CFA), the industry's most coveted designation.

Ready to build a plan without the conflicts?

Schedule an introductory phone call or online meeting. No commitment, no sales pitch — just an honest conversation about your future.

Schedule Intro Call