Dive Deeper.
Explore Further.
Fathom Advisors’ holistic approach considers your entire financial life so we can chart your course to financial freedom together.
There is always a better way forward—if you’re bold enough to seek it.
In life, you will experience clear skies guiding you and rough waters challenging you. How you respond and who you have by your side can make all the difference.
At Fathom Advisors, we go beyond the surface to understand your financial situation and help you plan for the future. We harness the depth of knowledge within our team to find opportunities that others might overlook.
With ongoing guidance from a team that understands you, you can confidently pursue what matters most.
Meet Our Team
Pursuing excellence so clients can do the same.
We are dedicated to helping clients achieve financial freedom by delivering a personalized experience and comprehensive services tailored to crucial financial areas. We develop our investment strategies internally and collaborate closely with each client to help them make informed financial decisions.
Evolving financial habits for better decisions.
Beyond charting a course with your own personalized financial plan, we provide Behavioral Financial Advice. This holistic approach fosters positive financial habits so you can make the best choices at every stage of life. Nine of our team members hold the Behavioral Financial Advisor™ (BFA™) designation because we understand how this type of coaching can steer your financial journey in the right direction.
Building investment strategies in-house.
Our in-house investment committee collaborates with your advisor to align your portfolio with your specific goals. We conduct thorough analysis and research to ensure that each investment decision is well-informed. Using in-house models, our advisors can better tailor strategies to your specific needs. It’s a high level of investment sophistication delivered by our experienced team.
Expect an exceptional experience.
From our ten CERTIFIED FINANCIAL PLANNERS® (CFP®), a Chartered Financial Analyst (CFA®), six Financial Planning Analysts, and eight engaged staff members, you’ll receive a broad view of your financial picture and the support to keep moving forward.
- Institutional-Style Investment Management
- Behavioral Coaching
- Customized Client Experience & Planning
- Product Alignment
- Tax-Smart Planning & Investing
