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within 3 months
Profile Age
672 days old
Irvine, CA, US
Profile Type
Business Type
Registered Investment Advisor
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Atlas Financial Planning is a Registered Investment Advisor located in Irvine, California, with a client base spanning across the country. Established in 2017 by two partners with over 40 years in the financial advisor profession. Our diverse business allows us to share our knowledge of personal financial planning, wealth management and preservation strategies for families that value professional guidance. Our core culture is premised upon building lifetime relationships with our clients spanning multiple generations ensuring their legacy. With support from one of the fastest growing Turnkey Asset Management Platforms in the industry, we provide clients a robust offering of services and solutions.


You are a successful advisor with a thriving practice based on core values of putting your clients first and providing of lifetime of financial service. The ideal practice has an asset base of $250,000 to $750,000+ per household. With roughly $30,000,000 to $75,000,000 of total assets under management, the recurring revenue is approximately $250,000 to $750,000+ annually. With your years of experience you’ve now created an efficient and profitable practice and now you’re looking to capitalize on your success. However, what you do not have is a succession plan and qualified successors.

We've spent considerable time and energy working with a notable succession planning consultant to learn more about how we might be able to help these advisors. If we can fill that role because we are a match, my focus is to create a win-win acquisition strategy for everyone including our clients. I have prepared a three-step process that allows both parties to learn more about each other and their practices while being respectful of each other's time as business owners.

1) Set up initial meeting where we share information about ourselves, our practice and our culture through a short questionnaire. Because we understand that first and foremost your privacy is of paramount importance, we provide a signed non-disclosure agreement to address that concern prior to our initial meeting.

2) If we feel comfortable, we then initiate a thorough due diligence process. This will help us determine a valuation that becomes the foundation of our discussions going forward.

3) If we agree to move forward from here, I will utilize the first of several tools that allow us to begin having fruitful discussions toward our common goal. My team has all necessary legal documents to formalize our agreements and understanding.

If this is something you or a fellow advisor you know have considered recently, perhaps now is the time to start that discussion. I look forward to learning more about you and your goals. Please feel free to contact me for a private conversation to introduce myself.  

Jeffrey E. Edwards, CFP
President, Atlas Financial Planning

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