Bringing over 70 years of combined experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Atlantis Financial Team

Money Sense Advisors

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.



Latest Blog Posts

Access the "3d Dimension" in Investing: Dimensional Fund Advisors

Filed Under: Investment Services

9 November, 2015

Which large mutual fund company is driven by Nobel prize-winning research? Hint: It’s not a household name but it’s the 8th larges... Read More

DFA's Disciplined Approach Earns It a Top Mark

Filed Under: Investment Services

1 November, 2015

Morningstar recently issued a new Stewardship Grade for DFA. The firm's overall grade--which considers corporate culture, fund boa... Read More