We believe
a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
Discover the Atlas Advantage
Our comprehensive, personalized approach is aimed at enhancing the quality of life for each of our clients. Where are you in life’s journey?
Let us customize your experience on AtlasPWM.com.
Where are you today in your financial life?
We know that the financial concerns of a young couple starting a family are far different from those of a retired couple living on income generated from a lifetime of saving and investing.
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Don't simply retire from something; have something to retire to.”
-Harry Emerson Fosdick
Toby Potterton, CRPC®
Managing Director
President of Advisory Services
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Do something today that your future self will thank you for.”
-Sean Patrick Flanery
Brendan Walsh, EA
Executive Vice President
Director of Tax Planning
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Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin.”
-Mother Teresa
Lissa McNaughton
Senior Vice President
Director of Retirement Services
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We provide elegant solutions to our clients’ complex problems.”
-Barnaby Bullard
Barnaby Bullard, CFP®
Senior Vice President
Wealth Management Advisor
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Only those who will risk going too far can possibly find out how far one can go.”
-T.S. Eliot
Gregory Britton, CRPC®, ChFC®, CLU®, CASL®
Chief Executive Officer
Financial Education Resources
