A Partner Who is Focused On Your Financial Needs 24/7, 365
When you choose ATLas Investment Advisors, you become part of our family.
A Partner Who is Focused On Your Financial Needs 24/7, 365
When you choose ATLas Investment Advisors, you become part of our family.
At Atlas Investment Advisors (ATLas), we strive to deliver the highest level of client service, from the first time you walk through our doors and every day after.
Our team advocates for you and your family’s financial independence, helping to protect what’s most important to you for generations to come.
Advisors and services you can
trust
We know trust takes time, and we strive to build trust with you every time you hear from us — every message, email, phone call and conversation.
Genuine Advocacy
As Fee-Only advisors, we are compensated as a percentage of assets under management. You get unlimited access to and support from your advisor for the entire year, without having to worry about upsells or hidden fees in an attempt to grow a commission.
Tax-Focused
You should work with a partner that understands the tax consequences of all of your income sources and investments. With CPA and CFP® backgrounds, our advisors are able to handle even the most complex tax issues.
Holistic Solutions
Our advisors offer comprehensive, tailored advice that includes every aspect of your financial life: asset management, cash flow design, retirement planning, tax strategy, estate planning and more.
We know trust takes time, and we strive to build trust with you every time you hear from us — every message, email, phone call and conversation.
Genuine Advocacy
As Fee-Only advisors, we are compensated as a percentage of assets under management. You get unlimited access to and support from your advisor for the entire year, without having to worry about upsells or hidden fees in an attempt to grow a commission.
Tax-Focused
You should work with a partner that understands the tax consequences of all of your income sources and investments. With CPA and CFP® backgrounds, our advisors are able to handle even the most complex tax issues.Holistic Solutions
Our advisors offer comprehensive, tailored advice that includes every aspect of your financial life: asset management, cash flow design, retirement planning, tax strategy, estate planning and more.
Don’t waste another minute.
Let us work with you to create a plan that helps you feel confident in your financial future.
Getting started with ATLas
Review your goals
Let's collaborate
Finalize the plan
Partner together
The ATLas team
Christian Mauser CFP®, CIMA®
As a CERTIFIED FINANCIAL PLANNER™ Christian has a passion for providing customized financial planning solutions to individuals and families in all stages of their financial journeys, from young and just starting out to those happily enjoying retirement. As a fee-only advisor and fiduciary at ATLas, Christian strives to provide advice that is comprehensive, personalized, and unbiased for every client.
Rebecca Richardson, CFP®, CPA
As a CPA, Rebecca loves integrating the world of accounting and financial planning. Whether it’s simplifying complex tax strategy as part of the estate planning process, creating tax-efficient portfolios to help maximize investment returns, or helping a family-owned business create a meaningful succession plan, Rebecca believes that holistic planning happens when tax and accounting implications are evaluated during each step of the financial planning process.
Let's work
together
Get treated with respect
Your story — your life — is important to us. We’ll treat you with the respect you deserve, no matter if you are just starting out on your financial journey or if retirement is finally in sight.
Transparency every step of the way
Don’t get blindsided by hidden fees or upsells in pursuit of a higher commission. Honesty is the cornerstone of trust, and you should trust your advisor completely. That’s why we’ll always give you the truth, even when you may not want to hear it.
All your financial needs handled
You don’t need to work with multiple advisors to get all the financial help you need. We’ll handle everything your financial planning requires, including cash flow design and strategy, asset management, retirement planning, insurance reviews, tax planning and more. One advisor, one plan, one team — your team.
Do you prefer to talk over the phone? Give us a call!