Atlas Financial Partners

www.atlasfinancialpartners.com

Atlas Financial Partners is a boutique investment bank specializing in the optimization of deferred compensation plans. Atlas clients range from Fortune 100 banks and corporations to sole practitioner law firms. Our team has more than 100 years of combined industry experience, and includes seasoned experts in tax, accounting, capital markets, consulting, and asset management, from best-in-class firms like Goldman, Sachs & Co, JPMorgan, PriceWaterhouseCoopers, and The Newport Group.

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Atlas Financial Partners is a boutique investment bank specializing in the optimization of deferred compensation plans. Atlas clients range from Fortune 100 banks and corporations to sole practitioner law firms. Our team has more than 100 years of combined industry experience, and includes seasoned experts in tax, accounting, capital markets, consulting, and asset management, from best-in-class firms like Goldman, Sachs & Co, JPMorgan, PriceWaterhouseCoopers, and The Newport Group.

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Country

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State

Florida

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City (Headquarters)

Orlando

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Employees

11-50

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Potential Decision Makers

  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Manager of Client Services - Jurisprudent Deferral Solutions Llc

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Analyst

    Email ****** @****.com
    Phone (***) ****-****

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