Evidence-based investing and personalized wealth services to support your success

Data driven. Client-centric.

Atlas Capital Advisors is an independent investment advisor dedicated to unbiased, evidence-based investing and relationship centered wealth services. As a fiduciary and fee-only advisor, your best interests are aligned with ours. Our team has deep experience in markets, technology, and extended wealth services to support your wealth conservation and well being.

Based in the Bay Area. Serving clients worldwide.

We specialize in wealth management for tech-savvy investors in the San Francisco Bay Area and Silicon Valley—engineers, entrepreneurs, executives—as well as affluent individuals, families, trusts, foundations, and privately held businesses all over the world. As a fiduciary, we always act in your best interest.

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“I believe in evidence. I believe in observation, measurement, and reasoning, confirmed by independent observers.”

– Isaac Asimov

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Whether you’re an individual or part of a larger organization, you can rely on us to be responsive, transparent and a long-term partner in your wealth management.