01. Core Values

  • Vision: We will create a plan that incorporates your dreams and goals.
  • Trust: Trust is the basis for all relationships. Our recommendations are made with your best interest as the guideline.
  • Integrity: Doing what you should when you should do it. Our reputation, our most valuable asset, is strengthened by our culture of openness, responsibility and honesty.
  • Caring: We want you to be successful and enjoy your experience.
  • Education: This is a lifelong process that is driven by the desire to understand. We continually seek wisdom in the application of our craft. We strive to identify the important factors that affect you and clarify your understanding of those factors.
  • Systemization: The process of delivering intended actions and results on a consistent and repeatable basis.

02. Core Principles

  • Your true wealth is your time and your freedom
  • Your greatest investment is in your own education
  • A written financial plan that outlines key goals and the means by which those goals will be achieved is a necessity
  • We believe you should invest your time creating your plan before you invest your money
  • We believe that successful investing is the process of rational decisions overcoming emotional urges
  • We believe that there are many different kinds of risk that must be understood and evaluated when making financial decisions
  • Leverage will not make a bad investment good, but it can make a good investment bad
  • Being a contrarian is a lonely yet profitable endeavor

03. Benefit Statement

  • Your time is freed up to focus on your interests and passions
  • You sleep well knowing you are prepared for good and bad conditions
  • You have a sounding board for all of your financial decisions
  • A written plan with a trusted advisor ensures that your wishes are possible even in your incapacity or absence
  • You relieve yourself of the burden of choosing and monitoring investments

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Learn More

Our Team

What is Your Risk Number?

Find Out Now

Blogs

The Different Types of Accounting

Abigail McCullough |
Categories
Accounting
The Different Types of Accounting By Abigail McCullough The History of Accounting Accounting is a method that dates back thousands of years and has been used in many parts of the world for a variety of tasks. The earliest evidence of accounting comes from the Mesopotamian civilizations about 7,000 years ago, as they kept records of the goods that were traded and received between themselves and other civilizations. Luca Pacioli was an Italian mathematician and...

Bitcoin: The Who, What, When, Where, How, and Why

Abigail McCullough |
Categories
Bitcoin
Bitcoin: The Who, What, When, Where, How, and Why By Abigail McCullough Introduction Prior to starting this internship, I had very little knowledge of Bitcoin and how it worked. I had a general understanding of its functions and importance, such as it not being a physical coin that you carry around in your wallet and that there is a finite quantity of Bitcoin in the world. As our world continues to advance, I believe that...

The Rise in the Cost of Living

Abigail McCullough |
Categories
Inflation
Money Supply
Debt
The Rise in the Cost of Living By Abigail McCullough Introduction Earlier this month, I was researching the cost of living in different cities within the United States. Upon my findings, I noticed that the price of houses and apartments has drastically increased within the last 10–20 years. It made me wonder what caused this substantial increase and if this growth will continue in the future. At what point will the increase in the cost...

Videos

default blog image
Atlas Wealth Partners |

Video: Saving For a Goal

Savings

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

Read More