Wealth Enhancement Group - Sarasota (FL)

5 /5 David Smith: My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

5 /5 Donald Scattergood: I cannot be happier with my experience with Atlas Fiduciary. My wife and I started working with Laura and Steve after some major life events, and they went to great lengths to understand us and our needs. Theyre not like any other investment advisor weve worked with. We made a plan together, and theyve implemented it based on science, not hunches. Im a numbers guy, and that discipline really appealed to me. I subsequently moved my Moms assets to their management as well, and would definitely repeat!

5 /5 Thomas Locola: 12 years ago after a series of financial advisors and unfulfilled financial gains, we embarked on a new search for the RIGHT FIT. After 9 interviews, we discovered and hired Laura. We were so impressed with her that when she left N.J. to start Atlas Fiduciary we followed her. We recently relocated to Sarasota and Laura is helping us with transitioning from NJ to Florida. She is guiding us through estate planning a new home purchase and budgeting needs. She leaves no stone unturned!

5 /5 Diane Phillips: We cannot be more pleased with the service that Laura, Steve and the Atlas Fiduciary team have provided. After years of DIY financial planning, we realized it was finally time to hire a professional as we headed into retirement. The options were overwhelming, but one person consistently stood out in our comparative research, and that was Laura Mattia. Once we met with Laura and her team, we understood why that was so. While their professionalism and knowledge is unparalleled, two other factors are even more important to us. First, they listen to us and work hard to always understand our (ever-changing) needs, concerns and ideas. But, more importantly, they are trustworthy. We have absolutely no worries with Atlas Fiduciary Financial guiding our investments and financial decisions. We have referred them to several people and they are as thrilled with Atlas as we are.

5 /5 Richard Cardoza: As new comers to the Bradenton/Sarasota area, we found selecting a certified CFP that we could truly feel confident and comfortable about in handling our personal finances to be a daunting and confusing task. After speaking to 8 different financial advisors and firms, we were happy to go with Laura and her team at Atlas Fiduciary Financial. From the start, she spent a lot of time and attention on what our specific needs and goals are in transitioning and setting up our portfolio, and continues to advise us accordingly. Her high degree of professionalism, top notch expertise in financial planning, and on-going oversight has put us totally at ease as we work through the process towards our upcoming retirement. We would highly recommend Laura to anyone that is in need of a honest, dependable, expert financial advisor that that truly looks out for their clients best interests.