Financial Advisors
Alpharetta, GA
ATLas Investment Advisors is a fee-only financial advisory firm in Alpharetta founded by CFP® and CPA professionals Christian Mauser and Rebecca Richardson. They provide comprehensive financial planning services including retirement planning, tax strategy, estate planning, asset management, cash flow design, and investment management, with a focus on tax-efficient solutions and holistic wealth planning. As fiduciary advisors, they're compensated by assets under management rather than commissions, ensuring unbiased advice without hidden fees or upsells.
Ideal for: Affluent individuals and families, business owners seeking succession planning, pre-retirees and retirees, those with complex tax situations
Service area: Alpharetta and greater Atlanta area, Georgia
Fee-Only, Fiduciary Model: Compensated solely as a percentage of assets under management with no commissions, ensuring unbiased advice focused entirely on your financial success.
Tax-Integrated Planning: Founders include a CPA and CFP®, enabling sophisticated tax strategy integration into retirement planning, estate planning, and investment management for maximum efficiency.
Comprehensive Holistic Planning: One advisor handles all aspects of your financial life—retirement, cash flow, asset management, estate planning, and insurance—eliminating the need for multiple advisors.
Address: 11720 Amber Park Dr Suite 160, Alpharetta, GA 30009
Phone: (770) 336-6805
Website: invest-atlas.com
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