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Our Philosophy

Tailored to You

Financial success means something different to every person, every business, and every family. Without a true understanding of the challenges at play, and alignment on end goals, a true high-yielding financial strategy is hard to come by.

We pride ourselves on our philosophy of getting to know each and every client, to create a true, trust-based relationship, that enables us to achieve not only the desired outcomes, but provide an amazing experience along the way.

Danny Prestage

Owner, Atlas Financial

Financial and Wealth Management can be a daunting thing for an individual to undertake on their own - much less get started! Given it's ciritcal importance however to the success of individuals meeting their long term goals, we are proud to ease the burden and stress for those we work with. At Atlas, we are proud to serve our community with the financial management and service that our clients deserve.

What You Can Expect

In Our Experience

In our years of service, we find that the most successful client-advisor relationships are the ones built on trust and transparency. We vow to uphold ourselves not only to the fiduciary standards outlined in our profession, but to a human standard of integrity and honesty to provide a first-rate experience and the best financial outcomes possible.

While we can’t control things like political climate or economic forecasts that may affect markets, we can control the plans we create to account for such scenarios, the reactions we take in such an event, the communication you receive, and the creativity and diligence around getting things back on track.

Our Services

Be it planning for retirement, saving for college tuition, or ensuring your family is set up for success for whatever the future may hold, our team is proud to help you navigate it all.

Learn More

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.