Invest With Clarity.

Retire With Confidence.

Atlas Capital Advisors combines disciplined, research-driven investing with a highly personal, comprehensive-based advisory experience focused on long-term relationships rather than transactions.

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Atlas Clients

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Atlas Capital Advisors was founded on a simple belief: thoughtful guidance and disciplined portfolios should feel personal, not transactional. We blend institutional‑level research with a boutique advisory experience — one built on transparency knowing that trust is important and a long‑term relationship with the families we serve.

WHO WE WORK WITH:

We partner with a select group of clients who value clarity, discipline, and a steady hand.

Individuals and families preparing for or entering retirement
Retirees seeking income, tax-aware withdrawals, and confidence.
Professionals who want a delegated, evidence-based strategy.
Investors with IRAs, Roths, and brokerage accounts looking for cohesion.

Financial Planning

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Estate Planning

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401(k) Planning for Business Owners

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Financial Planning | Estate Planning | 401(k) Planning for Business Owners |

What we do:

A Fiduciary Standard our advisory clients Can Rely On

Our advisors operate as fiduciaries when they offer advisory services.

Every recommendation is anchored in what benefits you, not what benefits the firm. No product pushing. Just transparent advice aligned with your goals.

How We Work Together:

We begin with a thoughtful conversation — your goals, income needs, taxes, and risk tolerance. From there, we define what your money needs to accomplish.
We design a coordinated plan across your existing accounts, structured to be efficient, intentional, and easy to understand.
Life evolves, and markets do too. We review performance, risk, and income regularly and make practical adjustments — not wholesale overhauls.

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BUILT ON expertise.
GUIDED BY CLARITY.

Our mission is to help clients build durable income and long‑term growth through transparent, rules‑based strategies. No black boxes. No trend‑chasing. Just evidence, risk management, and common sense.

Jennifer Brubaker

Matthew Brubaker

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Clarity and Confidence at Every Stage

We view our clients as partners and are committed to guiding them through every stage of life with clarity, care, and expertise. By building lasting relationships, we provide tailored financial strategies that empower our clients to navigate life’s milestones with confidence and transarency.

OUR SERVICES:

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Financial Planning

Financial planning here is personal, not transactional — built on relationships, clear guidance, and real care, so clients can navigate life’s milestones with confidence.

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Estate Planning

Estate planning is about protecting what matters most, using personalized, data-driven strategies to secure your legacy and care for future generations with clarity and confidence.

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401(k) Planning for Business Owners

We help business owners create compliant, cost-efficient 401(k) plans with clear guidance and hands-on support, giving both employers and employees long-term retirement confidence.

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A Boutique Perspective That seeks to Serve Retirees Especially Well

Some in the financial industry separate portfolio management from personal guidance. The goal of our advisors is to bring those two worlds together.

You work directly with someone who understands both the math of investing and the realities of retirement — income needs, taxes, RMDs, Social Security timing, and the emotional transition into a new chapter of life.

This integrated approach ensures your plan is coordinated across your accounts, goals, tax picture, and comfort level — all through a single, ongoing relationship.

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We prioritize strong businesses with clean balance sheets and durable cash flows.
Decisions are grounded in data, fundamentals, and risk/return math; not headlines or hunches.
You’ll always know what you own, why you own it, and how it fits into the bigger picture.
Portfolios are built to be lived with, helping you stay committed when markets turn volatile.

capital management

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Let’s Talk About What’s Next

Whether you’re planning for the future or navigating a transition, we’re here to help guide the way forward.

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LPL Enterprise Form CRS

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Atlas Capital Advisors.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.