How We Help
Who We Help
Atlas Advisors works with:
• Individuals and families planning for retirement
• Business owners and executives
• High net worth households
• Retirement plans and executive benefit clients
What We Do
We provide investment advisory services, financial planning, and retirement income planning. Our work often includes tax-aware investment strategies, 401(k) and executive benefit planning, and insurance and risk management when appropriate.
Fiduciary Status
Atlas Advisors acts as a fiduciary when providing investment advisory services under an advisory agreement through J.W. Cole Advisors. In other situations, advisors may act as registered representatives of a broker dealer or as licensed insurance agents. The applicable standard of care depends on the service provided.
How We Work
We focus on education, clarity, and long term decision making. We explain options, tradeoffs, and costs so clients can make informed decisions before implementing any strategy.
Where We Work
We are based in Bethlehem, Pennsylvania and serve clients throughout the Lehigh Valley and beyond, both in person and virtually.