ATLas Investment Advisors

ATLas Investment Advisors A Partner Who is Focused On Your Financial Needs 24/7, 365

WE’RE CELEBRATING 5 YEARS! 🎉🥳🎊🍾Five years ago, we were faced with a big decision. We could keep doing financial planning...
12/22/2025

WE’RE CELEBRATING 5 YEARS! 🎉🥳🎊🍾

Five years ago, we were faced with a big decision. We could keep doing financial planning the way we always had — or we could start over and build something different. Something that would truly reflect the kind of advisors we wanted to be and raise the standard of care provided to clients in our profession.

So ATLas was born.

Our goal was simple: good work for good people. To guide clients the way we'd guide our own families.

Thanks to those who believed in us — the clients who took a chance, trusted us with their financial lives, and allowed us to walk beside them — our vision became a reality.

Today, we have the privilege of serving more than 100 families. We've celebrated milestones, navigated transitions, and planned for futures filled with meaning and purpose. Through it all, our clients have inspired us with their kindness, resilience, and intentionality. We've been invited into homes, conversations, and stories — a privilege we're grateful for every single day.

As we celebrate five years — and reflect on this season of gratitude — we're just overwhelmed with appreciation.

Thank you to the clients, the colleagues, the friends, and family who’ve been along with us on this wonderful, wild ride.

Here's to the past five years — and to all that's ahead.

With gratitude, Christian & Rebecca

& the ATLas family - Sawyer, Elliott, Randi, Jake & Ali

Our newest intern is already asking the tough questions… like, ‘When’s snack time?’ Welcome to ATLas!"
08/12/2025

Our newest intern is already asking the tough questions… like, ‘When’s snack time?’

Welcome to ATLas!"

👏 Shoutout to our very own Rebecca Richardson, CPA & CFP®, for giving an insightful presentation on Foundations of Finan...
03/20/2025

👏 Shoutout to our very own Rebecca Richardson, CPA & CFP®, for giving an insightful presentation on Foundations of Financial Planning to law students at her alma mater, William & Mary! 💚

Rebecca had the incredible opportunity to share her expertise with the next generation of law students, offering valuable advice on smart money management, investment strategies, and building a strong financial future.

At ATLas Investment Advisors, we’re proud to have professionals like Rebecca who are passionate about education and giving back to the community. Thank you, William & Mary, for having her! 🎓

Good article from Cliff Asness. A fictitious view of him reviewing his portfolio in 2035. A fun way to view forecasting ...
01/03/2025

Good article from Cliff Asness. A fictitious view of him reviewing his portfolio in 2035. A fun way to view forecasting the next 10 years.

Well, sitting here in the year 2035 and looking back at our endowment’s returns for the last decade is not a pleasant task. World markets have been subpar and our performance relative to world markets has been simply terrible. Hard times are never pleasant. But they have one upside. We can learn f...

Thank you to all the brave men and women who have served our country. Your sacrifice, dedication, and courage inspire us...
11/11/2024

Thank you to all the brave men and women who have served our country. Your sacrifice, dedication, and courage inspire us every day. Thank you for your service and for protecting our freedom. 🇺🇸

There are a lot of myths out there about the Traditional vs. Roth retirement account debate! While some folks might cham...
09/26/2024

There are a lot of myths out there about the Traditional vs. Roth retirement account debate! While some folks might champion "always Roth!" without considering all the factors, this article does a fantastic job of explaining everything you need to know. Give it a read!

There's a common thinking that those saving for retirement should avoid pre-tax retirement accounts and contribute to Roth – regardless of tax bracket.

"There simply is no place for certainty in fields that are influenced by psychological fluctuations, irrationality, and ...
08/06/2024

"There simply is no place for certainty in fields that are influenced by psychological fluctuations, irrationality, and randomness. Politics and economics are two such fields, and investing is another. No one can predict reliably what the future holds in these fields, but many people overrate their ability and attempt to do so nevertheless. Eschewing certainty can keep you out of trouble. I strongly recommend doing so."

The impetus for my memos can come from a wide variety of sources. This one was inspired by an article in The New York Times on Tuesday, July 9. What caught my eye were a few words in the sub-headline: “She doesn’t have any doubt.” The speaker was Ron Klain, a former Biden chief of staff. T...

Interesting chart showing how abnormally calm the stock market has been since this most recent correction.
08/05/2024

Interesting chart showing how abnormally calm the stock market has been since this most recent correction.

US stocks have climbed steadily this year, up 19% so far

Happy Fourth of July!
07/04/2024

Happy Fourth of July!

Address

11720 Amber Park Drive #160
Alpharetta, GA
30009

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 8pm
Wednesday 8am - 5pm
Thursday 8am - 8pm
Friday 8am - 4pm

Telephone

+17703366805

Alerts

Be the first to know and let us send you an email when ATLas Investment Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to ATLas Investment Advisors:

Share