Operations for Financial Advisors Ready to Scale.
Transforming Operational Challenges into 7-Figure Growth for Independent Financial Advisors & RIAs
We believe you can overcome the mountain of operational challenges that’s keeping you from your full potential. We just happen to know how to help financial advisory leaders build and implement systems that allow 7+ figure growth, exit or scale.
45+ reviews with a 
rating on Google
“As a business owner, it’s important to remember that I can’t do it all, so Cameo and the Atlas Park team are my go-to resource when I need help managing the operations of my growing firm. ” – Jamie Furlong
Transform Your Advisory Practice.
Streamlined Operations and Tailored Growth Strategies for Lasting Success
At Atlas Park, we understand that every independent financial advisor faces unique challenges. That’s why we’re dedicated to transforming your operations into a seamless engine for growth.
You can have a firm where your people, processes, and technology work in perfect harmony—allowing you to focus on what truly matters: serving your clients. Our tailored implementation support empowers you to streamline operations and optimize performance, making a significant difference in your day-to-day activities.
We believe that growth starts with clarity. That’s why we take the time to understand the current stage of your business and collaborate with you to identify the best strategies for your specific needs. Together, we’ll craft a personalized growth plan that not only aligns with your vision but also positions your firm for lasting success.
Your success is our mission, and we’re here to guide you every step of the way.
Trusted By Many Financial Firms
Proud Clients of Ours
Types Of Financial Advisors
What Type Of Advisor Are You?
Explore the advisor types below “+” to find the one that best reflects your journey. See how your challenges align with our expertise, and know that we’re here to support you every step of the way.
I am A Solo Advisor
Building Systems for Growth.
Are you a solo-advisor in active growth mode? We imagine managing the day to day is starting to wear on you. Maybe you missed a deliverable with a big client? Or you just had to convince a client not to fire you? It’s time to build some reliable systems that can handle more clients without sacrificing the quality of your service. By setting up scalable processes today, you’ll be in a great position to support your growth and ensure success and improved client retention.
I am A Transition Advisor
Integrating A New Tech Stack.
Have you moved from a B/D or Wirehouse and need to integrate your tech? If you’re in the middle of a transition, the technology stack you had access to, won’t follow you. Repapering is only half the equation. You already have 1000 decisions to make and implementing a new tech stack is the key to boosting efficiency and creating a seamless client experience. You need to paint a solid picture that clients coming over with you will still get the same level of service (or better) at your new firm. They’re watching how you handle everything closely.
I am A Exit-ing Advisor
Focused On Maximizing Firm Value.
Are you planning to sell and want to make sure you get the most value out of it? You’ve built your practice over the last 20 – 25 years and the revenue from it will fund your retirement. You’re now wondering how you will facilitate an exit? Today’s firms, with the ability to fetch a high valuation have already adopted a viewpoint on healthy recurring revenues, risk mitigation and solid technology adoption before an exit even happens. It’s all about preparing your business operations to excite the right buyer and if you’re not there yet, what are the steps to get there.
I am An Acquiring Advisor
Ensuring Solid Operations From Day One.
Did you purchase an advisory firm?
You just dropped a big investment into buying a new practice, and the original owner may be around for the next year or so, but you’re worried about client attrition. You don’t want your investment to be troubled with chaotic operations. It’s hard enough trying to get the existing clients to trust you and stick around. Getting everything integrated and running smoothly can help ensure a seamless transition for both your team, inherited staff and your clients.
I am A Merging Advisor
Unifying Multiple Books Into One Happy Family.
Have you purchased multiple books of business?
You decided to purchase several books of business and your risk factor just went up. You’re concerned around how the likely “7 figure investment” you just made is going to pan out. You’ve never really wanted to manage people, but now you’ve inherited new staff on top of new clients who don’t know you well. You want to keep existing clients happy and make sure to deliver at a high level to the new ones. You know it’s critical to unify operations, but you have little bandwidth to find the time.
I am A Family Office
Elevating Your Client Experience.
Are you a family office?
Your business model is unique and you work under a family office structure. High level of client service and engagement is expected and your systems need to be flawless. You’re working with several high profile families and it’s critical your service level
matches your fees.
What We Offer
Top Coaching and Consulting Services for Independent Financial Advisors
Transitioned To RIA
Secure the long-term success of your new advisory firm by expertly formulating strategies that are specifically designed to achieve sustainability and foster impressive growth.
Financial Advisor Coaching
Receive tailored advice on various vital aspects, including business planning, operations optimization, client experience, growth strategies, scalability, comprehensive training, and ongoing support.
Fractional COO & Operations Strategy for Wealth Management Teams
Transformative collaboration and idea strategies that enable our clients to think bigger, break out of unproductive ruts, and open up fresh growth opportunities.
Over the last 6 years, our workflows, systems, audits, and recommendation reports have assisted 85+ advisory firms generate ~$100K+ in new revenue and/or cost savings within the first year of working together.
Examples of Cost Savings:
Hired right the first time, avoiding expensive re-hiring
Improved usage of existing technology to reduce tech spend
Increased AUM and Profitability through new client engagements
Review, Refine, or Re-engineer Your Advisory Business Now!
We will uncover at least 3 (and often more) areas of opportunity of deficiency, as well as the steps to address each.
How It Works
We will uncover at least 3 (and often more) areas of opportunity of deficiency, as well as the steps to address each.
Collaborative and tailored approach
By working together and collaborating, we can create a personalized plan to help you achieve your advisory business goals. We'll make sure you succeed at every important step.
Regular Check-ins
In order to monitor progress and ensure we are on track with the growth plan, we will maintain communication, and you will always be informed about what comes next.
Expert Guidance
Rely on our expert advice and unwavering support for well-informed decisions. Furthermore, with our wealth of knowledge and experience in financial advisor business strategies, we provide confidence-inspiring services.
Ongoing Support
Our commitment to providing continuous support to our clients means we will help you grow your business, generate transferable value, and ultimately, achieve long-term success
What Our Client Say
We’re here to transform Financial Advisor Firms and Wealth Management Practices
5.0 on Google
Discover how Atlas Park’s expert consulting and coaching services revolutionize your financial planning, advisory, and wealth firms. We will strategically uncover and understand your firm’s goals and are committed to helping you build a sustainable, profitable, growing firm. Hear from our satisfied clients and see the difference for yourself.
Get your 15-minute Intro Call
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.
