Empowering Financial Advisors to Thrive and Scale
Atlas Park Consulting is a leading practice management coaching and consultancy serving independent financial advisors and RIAs.
Atlas Park Consulting is a leading practice management coaching and consultancy serving independent financial advisors and RIAs.
With over two decades of experience in the industry, we excel at helping our clients define their business vision and transform their ideas into profitable realities. Our comprehensive services encompass everything from streamlining operations, combating burnout, and maximizing time efficiency.
Our Mission
We empower and equip financial advisors to achieve operational excellence; with an eye for repeatable client experiences and setting teams up for success. We assist leaders in driving long-term growth, profitability and efficiency.
Our Vision
Transition independent financial advisors from operational “winging it” to systems and processes that support each stage of business growth.
Coaching and Consulting for Financial Advisors
What Makes Atlas Park Consulting Unique
1. We Have RIA Industry Specialization
Atlas Park Consulting focuses exclusively on independent financial advisors and wealth management firms, we understand their unique growth goals and operational issues. This deep industry knowledge ensures solutions that align with the specific needs of advisors.
2. We Have Proven Results
With a track record of helping 150+ advisors from 85 firms, over the last 6+ years generate $100,000+ in new revenue or cost savings during the first year of working together. Atlas Park delivers measurable outcomes, as shared in our 5 star Google reviews and client testimonials. https://atlasparkco.com/testimonials/
3. We Take A Hands-On, Strategic Approach
We take a collaborative, action-oriented approach to solving problems. We go beyond surface-level fixes to uncover root causes, offering practical, actionable strategies that drive long-term results.
4. We Maintain A Commitment to Client Success
We’re dedicated to empowering advisors to achieve consistent, high-quality client service while reducing operational headaches. Our ability to simplify complex challenges and deliver custom solutions positions us as a trusted partner in driving business growth and operational excellence.
Tracing the Evolution of Atlas Park Consulting: A History of Excellence and Growth
Tracing the Evolution of Atlas Park Consulting: A History of Excellence and Growth
Since beginning our journey in 2018, we have been on a mission to empower financial advisors. Our unwavering commitment to this cause has driven every decision and action we have taken.
2024
Co-authored Financial Trendsetters book that became an Amazon bestseller.
2023
Have worked with 85+ firms since launching.
2022
Coaching partnership with Morgan Stanley.
2021
Became a contributing writer for US News & World Report.
2020
The pandemic shut the world down and Atlas Park stayed in business.
2019
Named a DEI rising star by Investment News.
2018
We launched! When the fun started.
Atlas Park's Moral Compass:
Upholding Core Values
01. Integrity
If we say we’ll do something, we’ll make sure it gets done (or let you know otherwise)
02. Collaboration
We show up as our best selves as often as possible while offering support to our colleagues and clients.
03. Clarity
We establish clear lines of communication, experiences and expectations across our company.
04. Honesty
We share the truth, constructively, to allow for personal and professional growth. We don’t give lip service.
05. Ethical Behavior
We do what’s right, even when no one is looking.
How does Atlas Park solve
problems for financial advisors?
Expert Coaching and Consulting
Services for Financial Advisors
Maintain distinct advantages as an independent wealth management firm. Our consulting program provides valuable knowledge and insights to improve integration of technology, build processes that work and leverage teams to improve efficiency and enhance client service.
Business coaching for solo financial advisors is for individuals who operate under a pure independent model or captive status. This type of coaching provides personalized guidance and support to help solo financial advisors improve their business operations, client relationships, build better business processes and achieve professional goals. It is particularly beneficial for those looking to expand their practice, improve their marketing strategies, increase their revenue, or streamline their workflow processes.
Business management and Fractional COO services for financial advisory and wealth management firms with teams provide specialized support and guidance to help these organizations run their businesses more effectively and efficiently. These services are particularly beneficial for firms looking to grow and scale their operations, improve their processes and systems, and enhance their team’s productivity and performance.
Some of Our Valued Clients
We Appreciate Our Clients
“Cameo is a fantastic communicator, who really knows how to listen. She is also super responsive, as I needed the project accelerated, and she adjusted her deliverable pace to accommodate my deadlines. Her deep experience shows immediately and you know quickly that you’re now cookin’ with gas, and that’s what a growing business owner needs.”
-Kurt Jamiel, Founder, Jamiel Financial Advisors
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.
