Welcome! Thanks for finding our little corner of the internet. Take a look around and drop us a line if you would like to start a conversation about working together. Introductory consultations are free with no strings attached!
What We Are
ATI Wealth Partners is an independent, fee-only financial planning and investment management firm dedicated to helping you make your dreams a reality.
What We Offer
In tangible terms, we offer expertise in financial planning and investment management tailored to your individual needs and desires (more on those in the Services section), or just go straight to our specialty guides on Retirement Plan Rollovers and Keys to Success When You Start Investing.
In intangible terms, we offer peace of mind. Peace of mind that comes from knowing you're not in this alone; from freeing up more time to spend on the things that are most important to you; from knowing that your money is working as hard as you do.
ATI In the News...Or, We're Famous and People Like to Quote Us:
USA Today - Young Investors Series Part 3
USA Today - Young Investors Series Part 2
USA Today - Young Investors Series Part 1
Is It Too Early to Start Investing?
How to Trade Options in an IRA
8 Steps Before Taking Out a 401(k) Loan
Mistakes to Avoid When Cost Averaging
7 Facts to Know About Bond Yield
Should You Set a Stop-Loss?
Handling Your Finances After College
How to Know When You Need an Advisor
Historic Returns or Economic Forecasts?
Investing in Bonds as Interest Rates Rise
Dividend Growth is Slowing Down
How to Invest in Water ETFs
Should You Be Buying More Stocks?