Our interests are aligned with yours.
At Atlas Capital, we believe that every individual deserves personalized financial guidance, free from conflicts of interest. Our team of experienced financial professionals is dedicated to helping you achieve your long-term financial goals, while aligning our interests with yours. Here's what sets us apart:
Our Story
For over 23 years, our founder, Doug Carey, has been helping individuals and families navigate the complexities of personal finance and retirement planning. With a Chartered Financial Analyst (CFA) designation, a Master's degree in Economics, and extensive experience in the finance industry, Doug has established a reputation as a nationally recognized expert in financial and retirement planning.
Our Approach
Our approach is centered around one simple principle: putting your interests first. Unlike many financial advisors, we do not receive commissions, brokerage fees, or incentive fees to promote one investment over another. Our goal is to help you achieve financial freedom, and we achieve this by offering a fee-only financial planning service that is transparent, affordable, and tailored to your unique needs.
Your Financial Plan
When you work with Atlas Capital, you'll have access to our award-winning financial planning software, WealthTrace, which allows you to view your financial and retirement plan in one location. You'll be empowered to make informed decisions, run what-if scenarios, and track your investments' performance over time. Our hourly fee model ensures that you only pay for the time you need, giving you the flexibility to schedule meetings by the hour or for a larger block of time.
Our Fees
We understand that every individual has unique financial needs and goals. That's why we offer a range of fee structures to suit your needs:
- $1,600 for a Standard Financial Plan
- $310 per hour for ongoing planning and support
How We Work
Our financial planning process is designed to be collaborative, transparent, and results-oriented. Here's how we work:
- We'll begin by understanding your financial goals and objectives.
- Next, we'll build a customized financial plan using WealthTrace, our award-winning planning software.
- We'll review the plan with you, addressing any questions or concerns you may have.
- After our initial meeting, you'll have access to your plan online, and you can schedule meetings by the hour or for a larger block of time.
At Atlas Capital, we're dedicated to helping you achieve your financial goals and securing your future. Contact us today to schedule a consultation and take the first step towards a more secure tomorrow.
Expertise and Customized Planning
The reviewers praised Doug Carey's expertise and ability to provide customized financial planning that meets their specific needs. They appreciated his broad knowledge, organized approach, and keen insights that enabled them to devise a financial plan that suits their practical needs and risk profile.
Transparency and Unbiased Advice
Many reviewers highlighted the transparency and unbiased nature of Doug's advice. They appreciated that he didn't push for any particular product or service, but instead provided objective guidance that aligned with their goals. The reviewers also valued the flexibility of Doug's fee-for-service model, which allowed them to access his expertise without being locked into a long-term contract.
Communication and Explanation
Doug's ability to explain complex financial concepts in a clear and concise manner was a common theme among the reviews. He was able to tailor his approach to the individual's level of financial literacy, making it easy for them to understand and make informed decisions.
Trust and Integrity
The reviewers trusted Doug implicitly, praising his honesty, kindness, and integrity. They appreciated his ability to educate them on the financial industry and its intricacies, and his willingness to fight for their interests.
Technology and Tools
Several reviewers mentioned the value of Doug's WealthTrace software, which allowed them to run scenarios and explore different assumptions about their financial situation.
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