Business Details
Independent Fee-Only Financial and Retirement Planning Services
Atlas Capital operates as an independent, fee-only financial advisory firm committed to placing client interests above all else. With over 23 years of experience in the finance industry, we specialize in comprehensive financial and retirement planning, guided by our fiduciary duty to provide unbiased advice. Our unique hourly planning model ensures clients only pay for the time used, while our proprietary award-winning software, WealthTrace, empowers clients to manage their financial plans in real time.Led by Chartered Financial Analyst Doug Carey, our team combines advanced credentials with practical expertise to deliver personalized solutions. We maintain no conflicts of interest, avoiding commissions or product-specific incentives. Our approach emphasizes transparency, technological innovation, and alignment with client goals, serving clients nationwide through in-person and virtual consultations.
Services
Financial Planning
Retirement Planning
Investment Advice
Tax Planning
Estate Planning
Portfolio Management
Risk Management
College Savings Plans
Highlights and features
- We operate on an hourly planning model with no minimum fees
- Our fiduciary duty legally requires us to prioritize client interests
- Clients receive free access to WealthTrace financial planning software
- Led by nationally recognized financial expert Doug Carey, CFA
- We maintain zero conflicts of interest through our fee-only structure
Associations and certifications
- Chartered Financial Analyst (CFA)
What people say
#1 on Yelp
Award-winning software
Nationally recognized expert
Transparent fee-only model
Personalized hourly planning
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for your financial future. Using WealthTrace software, we analyze your current situation, set achievable goals, and develop strategies for growth. Clients gain 24/7 access to their plans with real-time updates and scenario modeling capabilities.
Retirement Planning
Specialized retirement planning helps determine optimal savings rates and withdrawal strategies. We analyze Social Security optimization, pension options, and tax-efficient distributions. Our proprietary software models thousands of scenarios to ensure confidence in your retirement timeline and spending plans.
Investment Advice
We provide objective investment recommendations aligned with your risk tolerance and goals. Our advice covers asset allocation, diversification strategies, and performance monitoring. Clients receive access to WealthTrace's investment tracking tools that consolidate all accounts in one platform.
Tax Planning
Our tax planning service identifies strategies to minimize lifetime tax liabilities. We analyze retirement account conversions, charitable giving strategies, and tax-efficient withdrawal sequences. Planning integrates with overall financial strategies to maximize after-tax wealth preservation.
Estate Planning
Estate planning services coordinate with legal professionals to ensure proper asset distribution. We analyze wills, trusts, and beneficiary designations while considering tax implications. Our software models estate tax scenarios and helps implement efficient wealth transfer strategies.
People
Doug Carey
Founder & Chartered Financial Analyst
With 23 years in finance, Doug is a CFA charterholder and creator of WealthTrace software. He provides expert financial guidance while maintaining fiduciary standards. His expertise spans retirement planning, investment management, and financial technology development.
Questions
What services does Atlas Capital offer?
We provide comprehensive financial planning, retirement planning, investment advice, tax optimization, and estate planning services using proprietary WealthTrace software.
How is Atlas Capital compensated?
We use an hourly planning model with no minimum fees or asset-based charges. Clients only pay for actual time spent on their financial planning needs.
Do you have access to my financial accounts?
Clients connect accounts through WealthTrace's secure platform to consolidate investments, retirement accounts, and other financial assets for comprehensive planning.
What credentials does your team hold?
Our founder Doug Carey is a Chartered Financial Analyst (CFA) with a Master's in Economics and 23 years of experience in financial markets and planning.
How do you ensure unbiased advice?
As a fee-only fiduciary, we avoid conflicts of interest by not accepting commissions, product incentives, or third-party payments for recommendations.
Can I access planning tools independently?
All clients receive free access to WealthTrace software for ongoing plan management, scenario modeling, and real-time financial tracking across devices.
