Independent, locally owned, and free of any conflicts of interest. All of our revenue stays right here in the Boulder area. As a Registered Investment Advisor (RIA) firm it is our legal and fiduciary duty to put our clients' interests first. We are a fee-only advisor and can never work on commissions and can never be paid to steer you into any fund or financial product.
Did you know that many financial advisors are not legally bound to put your interests first? If they do not have the Registered Investment Advisor (RIA) designation, they are legally allowed to have conflicts of interest and can receive kickback payments for products they sell. Only RIAs, like Atlas Capital, are legally bound to put your interests first.
Did you know that many financial advisors are not legally bound to put your interests first? If they do not have the Registered Investment Advisor (RIA) designation, they are legally allowed to have conflicts of interest and can receive kickback payments for products they sell. Only RIAs, like Atlas Capital, are legally bound to put your interests first.
Services
Over 23 years of experience in the finance industry, a nationally recognized expert in retirement planning, with knowledge of every facet of personal finance. Chartered Financial Analyst (CFA), Registered Investment Advisor (RIA), Masters Degree In Economics, nationally known author. You will always have access to your financial and retirement plan using WealthTrace, the #1 financial planning software for consumers.
We will build your plan with you in the most accurate planning software on the market for consumers. Instead of just handing you a 100 page printout like many advisors do, we will walk through your results with you, in person. We will discuss how much you should be saving, when you can retire comfortably, what it will take to meet your goals, and any other facet of your financial life you can think of.
We do not receive commissions, brokerage fees or incentive fees to promote one investment over another. We are a fiduciary Registered Investment Advisor and legally must have your best interests at heart. Thus, Atlas Capital's goals coincide with our clients' financial objectives: namely to help you plan for your financial future and make your assets grow.
Reviews (15)
Russ K.
Feb 24, 2021
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David Ninder
Jan 18, 2021
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Such a great decision to go with an hourly financial planner instead of a typical financial advisor that wants to manage money for an annual (and very high) fee. The financial advice industry is filled with so-called advisors that know little about finance, take kickbacks and commissions, and charge a hefty annual fee to manage your money. All I wanted was a retirement plan that showed me when I could retire and if I m doing the right things currently. Thank goodness for Doug Carey and Atlas Capital because not only did we get an unbiased review and retirement plan, we now have access any time
Mike Harbor
Sep 01, 2020
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It is not easy to find a financial planner that is a fiduciary, takes no commissions, and does not demand to manage our money for a fee. After some searching we were lucky enough to come upon Atlas Capital and Doug Carey. Doug was very professional and gave us a great experience for the first time meeting with a financial planner. We had an intro call where he explained what his goals were and answered any questions that we had. He then sent a checklist of all the information that we should have ready before our first planning meeting. He is great at explaining things at different levels depending
Thomas S.
Sep 30, 2019
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Doug offers a solution that fits our needs well and with a fee for service model that is very transparent and flexible to client needs. I am a financial professional myself but am not in the financial planning field, so I appreciated that Doug was able to tailor our interactions to my situation. He moved quickly through topics that I was familiar with and focused on opportunities to realize tax savings and achieve our goals with third-party products. He is careful to listen and direct his comments based on what we are saying, rather than pushing a product that we does not meet our needs. I am particularly
Tom K.
Sep 04, 2019
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Doug was fantastic! My wife and I are planning to purchase a home soon and needed advice on how to structure our finances to do so. He also set up a platform that allows us to manage our entire portfolio from one place. Being a financial novice, I was concerned about asking stupid questions, but Doug answered every question we had and more. Highly recommended!
Gina Gentilini
Jul 21, 2019
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Doug Carey is phenomenal, he actually changed our lives and allowed us to retire years before we expected! To make a long story short, 10 years prior we were talked into a "retirement plan" from what turned out to be a crooked financial advisor that sold us a guarantee of having $1 million dollars tax free in 10 years while being able to borrow from it interest free and with no surrender charges...when we sat down with Doug for the first time we found out NONE of this was true! Doug was very sympathetic, but at the same time he educated us about
FINRA and the SEC and instilled us with the knowledge
FINRA and the SEC and instilled us with the knowledge
Eric C.
Jul 08, 2019
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My wife and I met with Doug last week and were very impressed. We had a number of inputs offering some plan complexity and he dealt with it all very effectively. I additionally had a number of long-term plan questions that I wanted to get answers to and he nailed those as well. Very knowledgable and easy to work with. Lastly I really appreciate ending up with access to the plan so I can run my own scenarios in the future.
Lindsey D.
Feb 07, 2019
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Best. Decision. Ever. If you're reading this: make an investment in yourself and your future right now. No matter your experience/financial situation; there is always room for improvement and the best time to do it is today. Doug is exceptional at what he does and I would highly recommend him ten times over. I have a finance background (my CPA and FP&A), but Doug helped pinpoint a plan and areas of improvement to get my fiancé and I where we need to be. He lays out the steps so clearly and makes it almost too easy. You won't achieve your goals if you don't have a plan
Josh K.
Jan 25, 2019
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My wife and I met with Doug this week to develop a plan for our financial futures and the financial futures of our children. While our situation was most likely not as complex as some would be, Doug treated us like professionals and truly made it his goal to align our finances appropriately for success. Doug's fee's are fair and unbiased compared to institutionalized financial planning and he couldn't have been more attentive during the time we spent with him. He didn't waste our preciously paid for time with small chat, yet he got down to business and got to work. Above
Jess Y.
May 12, 2016
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We were completely impressed and inspired by our meeting with Doug. While some details of our financial map were hard to hear; sometime the truth does set you free. Doug's software mapping of our financial reality firmly put our feet on the ground and from that place we have been able to stop guessing where we stand and now actually look quite a ways ahead at several different financial scenarios. Doug also came to our home for our meeting. I like his personalized attention and to sit comfortably at our dining room table made things relaxed as talking about one's financial picture is
Jack O.
Mar 21, 2016
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Atlas Capital Management has reviewed and provided valuable recommendations to us for our investment portfolio. In conjunction with their Wealth Trace retirement planning software which we have utilized for over a year now and find it to be a very helpful and effective planning tool, Atlas has provided us with long term recommendations which include dividend stocks and low cost mutual funds. Doug Carey, after taking the time to understand our risk tolerance levels, has provided us with excellent long range recommendations. The ability to track portfolio performance with Wealth Trace combined with
Santo C.
Mar 12, 2016
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Doug made sure he understood my current situation and my goals as we worked through my financial plan. In several cases, he was able to help me find the right approach for my portfolio by questions that lead me to think through my options. His advice was pragmatic and not based on the latest hot idea. If you are looking to put together a well-thought out long term plan, Doug is an excellent advisor.
Tom H.
Feb 19, 2016
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As a Registered Investment Advisor Doug is never compensated to push any product, and has only my best interests in mind. He is very adept at finding lower cost funds which equal or exceed those of my earlier funds, savings me thousands of dollars a year. With Doug's analysis and tools, I am now confident I should never outlive my money.
James S.
Dec 07, 2010
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Out of all the people in my life whom I would consider advisors, only two were ahead of the curve during the financial maelstrom of the last 3 years (going back to the dot-com crash, actually). Doug is one of them. I have learned the financial ways of the world from him and he is a trusted advisor. He is well versed not only in finance and investing but in economics more generally. If you want a trusted advisor that understands that achieving the financial goals of his clients is more important than racking up transaction fees, who understands the historical context of what's happening in
Mitchell C.
Dec 02, 2010
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