Atkinson Wealth Strategies

James Leptich 

on Google

6 years ago

Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly bas... read more

Evan Heimbuch 

on Google

6 years ago

Highly Recommend! After interviewing multiple advisors I could not be more satisfied with choosing Tyler Atkinson. Not only is his portfolio construction top notch, But his financial planning leads the way of how financial advisors should be. He is a full independent fiduciary advisor who is fee based. No hidden agendas or commissions. I will be recommending tyler to all of my colleagues. 

Matthew Reynolds 

on Google

2 years ago

I am not a proper client here (at least not yet), but I am leaving a review to celebrate how well Mr. Atkinson treated me in our initial conversation. He was insightful, kind, and transparent. I came away with the feeling that he genuinely wanted the best for me, whether that was through his services or otherwise. It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation. 

Kamilah Brunson 

on Google

a year ago

Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely knowledge in tax efficient strategies. I highly recommend him!