Atlas Capital Management

Atlas Capital Management in Boulder, CO offers modern financial and retirement planning services without conflicts of interest. As an independent and locally owned firm, they prioritize their clients' interests by operating on a fee-only basis. This fiduciary duty ensures that clients' financial well-being comes first, with advisors never receiving commissions or payments for steering clients towards specific products.

Atlas Capital distinguishes itself by aligning its interests with their clients', a practice not universally upheld in the financial industry. The firm is nationally recognized for its expert guidance in financial and retirement planning, with the owner, Doug Carey, being a respected figure in the field. Clients benefit from access to award-winning planning software and a unique hourly planning model that optimizes cost-effectiveness and convenience.

With a commitment to empowering clients, Atlas Capital allows easy access to financial plans through their user-friendly software. Clients can schedule personalized sessions ranging from 30 minutes to 4 hours, either in person or online, ensuring tailored support whenever needed. The firm's team includes planning experts, such as a Chartered Financial Analyst (CFA), to provide high-quality financial guidance and support.

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