Fee-Only (When You're Up)
Our Mission
ATX Portfolio Advisors believes in empowering individuals to achieve financial success through personalized wealth management and transparent, comprehensive financial planning. As an independent fee-only firm, we prioritize your goals and interests above all else.
Who We Are
Founded by Jeff Weeks, CFP, ATX Portfolio Advisors is a team of experienced professionals with a proven track record in financial planning and wealth management. We leverage our expertise and resources to deliver tailored solutions for every client, regardless of their unique financial situation or goals.
What We Do
We offer a comprehensive range of services designed to help you achieve your financial goals and secure your financial future. These include:
Financial Planning
- Comprehensive financial statement analysis and preparation
- Risk management and insurance review
- Employee benefits optimization
- Investment planning and portfolio construction
- Retirement planning and analysis
- Estate planning and wealth transfer strategies
Investment Management
- Personalized portfolio construction based on individual goals and risk tolerance
- Emphasis on transparency and open communication regarding investment decisions
- Access to leading-edge research and investment vehicles
Transparency & Accountability
- Fee-only model with clear and competitive pricing structure
- Openly share portfolio construction and performance data
- All accounts held at third-party custodians for security and accessibility.
Why Choose ATX Portfolio Advisors?
- Fiduciary Approach: We prioritize your interests and act in your best interests at all times.
- Client-Centered Service: We take the time to understand your individual needs, goals, and dreams.
- Personalized Plans: We tailor our strategies to your unique situation and financial goals.
- Comprehensive Support: We guide you through every step of the process and answer your questions along the way.
- Transparency & Accountability: We embrace open communication and provide clear information about our fees, investment choices, and performance.
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