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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, Keys to Success When You Start Investing, or 529 College Savings Plans. 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? |