Operations for Financial Advisors Ready to Scale.
We smooth out operations. You scale confidently.
We help wealth management firms stop revenue leaks, 2-3x their business without burning out their team or budget.
70+ reviews with a 
rating on Google
Working with Cameo has been an insightful and worthwhile experience. She’s been able to bring industry insights and best practices to inform our own custom build out of our CRM, and to help us think through the process we need to get there.” — $359M AUM, Founder, Jamie O., New Orleans, LA
Working with Cameo has been an insightful and worthwhile experience. She’s been able to bring industry insights and best practices to inform our own custom build out of our CRM, and to help us think through the process we need to get there.” — $359M AUM, Founder, Jamie O., New Orleans, LA
Pain Points We Solve For
When firms delay fixing operational gaps, the hidden costs pile up quickly.
Every client who leaves takes their lifetime value and potential referrals with them. Every undertrained team member creates rework, turnover, and wasted payroll. Every inefficient system drains hours that should fuel growth. And every month spent at full capacity means new opportunities slip away. Inaction isn’t neutral—it quietly erodes profit, credibility, and momentum until the business feels stuck.
Firm managing average $100M. That’s calculated to:
Low end: $10K + $23K + $1.5K + $10K = ~$44.5K per quarter
High end: $15K + $23K + $3K + $30K = ~$71K per quarter
That’s $180K–$285K per year in preventable loss or delayed growth if these issues aren’t solved.
What We Do For Financial Advisors
We don’t just build SOPs—we install structure, get inside your business, uncover the friction points, solve big problems and design systems around your goals, your team, and your clients.
Focused Operations Coaching
Strategic engagements for fast, focused results
How it Works
We partner with independent financial advisors to eliminate back-office chaos and build scalable systems for operations and referrals. From onboarding to ongoing service, we help firms streamline processes, delegate effectively, and create consistent client experiences. The result?
More time, more revenue and more confidence in how your firm runs, without burning out your team or yourself.
We partner with independent financial advisors to eliminate back-office chaos and build scalable systems for operations and referrals. From onboarding to ongoing service, we help firms streamline processes, delegate effectively, and create consistent client experiences. The result?
More time, more revenue and more confidence in how your firm runs, without burning out your team or yourself.
Discovery & Growth Assessment
Build the plan before implementing
Strategy Design
No cookie cutter strategy. We do custom work.
Systems Implementation
Integrators to the rescue!
Ongoing Support & Growth
Scale without burning out your team and operational leadership to manage the machine.
Our Clients: 85+ RIAs, Fee Only, Hybrid, Broker/Dealer | 1000+ workflows | Scalable Systems | Reduced Overwhelm | Time Savings | 2x average revenue increase
5.0 on Google
Trusted By Many Financial Firms
Proud Clients of Ours
About Cameo Roberson
15+ years in the advisory space, 2018 launched Atlas Park, built workflows and systems for 100+ advisory firms
Cameo Roberson, is the CEO/Founder of Atlas Park Consulting, an Operations Strategy and Fractional COO Agency. We help 6-7 figure firms stop revenue leaks and 2-3x their business without burning out their team, budget or hiring a full-time COO.
Author of Beyond The Broker: Navigating Financial Advisory Independence is your step-by-step guide to breaking free with confidence and launching an independent advisory firm. Cameo spent over 15+ years in the RIA space, is an industry expert, has been featured in several publications: including Investment News, Forbes, Financial Planning Magazine and The Journal of Financial Planning. Based in Northern California, we work with clients in the US and abroad.
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We know what options are out there for Financial Advisor Business Coaching programs but our niche approach to strategy & operations is why we are the best and why streamlined operations ultimately drives your business.