Individual Investors

As financial markets become more complex, working with a financial advisor one can trust is more important than ever. Individuals and families are busy and often don’t have the time to manage and truly understand their investments. Working with an experienced advisor may provide a higher level of confidence as they approach retirement and other milestones.

By providing objective advice and honest recommendations, we can manage our clients’ assets and investments so they can instead focus on life and their retirement.

When working with Atkinson Wealth Strategies, clients can benefit from:

  • A holistic financial planning approach. From the first meeting, we listen to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life. We never make a recommendation before first understanding our client’s unique positioning regarding their finances.
  • Objective advice. As an independent advisor, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. We also value honest communication with our clients and help them navigate both the ups and the downs of their investments.
  • Investment flexibility. We are supported by broker-dealer LPL Financial, which does not offer any proprietary products. This means we can choose unbiased investment strategies and products from a wide range of investment managers.
  • Strong communication. We seek to stay in contact with our clients based on their preferences, whether it’s an annual review or a quarterly update. In addition, we are always transparent with our recommendations and educate our clients on why we suggest the things that we do.

Contact us today to learn more about the benefits of working with us and to get started with your investments.