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About the Firm

A Boutique Experience

Atlas Financial LLC is a Middle Tennessee, independent financial services advisory firm specializing in pre- and post-retirement support and wealth management.

Our firm is ideally positioned to provide our clients with full access to the same funds and financial tools of larger national firms, while also ensuring the intimate, concierge-level experience desired in the space of financial planning.

Danny Prestage

Owner, Atlas Financial

People have a natural inclination to be fearful of the unknown. Too many financial professionals use that natural fear as a tool to push investors into one-size-fits-all programs. I aspire to be different…to spend time working with and educating clients to provide the knowledge and comfort level necessary to create and manage a holistic financial plan that satisfies their core values and gives them the best possible chance to reach their goals.

Our Services

  • Retirement Planning
  • Income Tax Planning
  • Investment Advisory
  • Estate Planning
  • College Planning
  • Insurance Planning
  • Risk Management
  • Life Planning

About Our Founder

Danny Prestage, Wealth Advisor and Certified Financial Planner (CFP), is founder of Atlas Financial Management. Danny designed and founded Atlas Financial after spending more than a decade working with families and individuals in financial and retirement planning, focusing primarily on tax planning, investment management, and income generation. His mission as a financial planner is to work with and empower individuals to become more knowledgeable and comfortable in their investment planning and reach their financial and life goals. His experience and unique perspective helps clients to keep the long view in mind, allowing them to keep their financial plans aligned with their values. He prides himself on meeting his clients where they are, and walking their financial planning journey with them to ensure success and lasting relationships.

Experience that Matters

Over a Decade of Experience in Financial Planning in Middle Tennessee & Sumner County.

Chat with an Advisor Today

Our experienced team of financial professionals are just like you – hard working, family-oriented individuals. We are well-versed in the challenges that come with planning for short and long term financial success and we’d love the opportunity to speak with you about how we can help you achieve your financial goals!

Let's Get Started
Atlas Financial Group
© 2024 Atlas Financial Management | (615) 437-0377 | danny@atlasfinancialmanagement.com |
1531 Hunt Club Blvd, Ste 310 Gallatin, TN 37066

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and Advisory Services offered through Osaic Wealth, Inc., Member FINRA/SIPC. Atlas Financial Management and Osaic Wealth, Inc. are not affiliated.

We currently have individuals licensed to offer securities in the states of; AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MS, NC, NH, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WI, WV.

This is not an offer to sell securities in any other state or jurisdiction.

Osaic Wealth, Inc. and its affiliates are not in the business of giving tax advice, consultation and/or tax preparation services and are not responsible for any outside businesses or persons providing such services.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher, and host are not providing legal, accounting or specific advice to your situation.