ABOUT
Atlas Capital Advisors was founded on a simple belief: thoughtful guidance and disciplined portfolios should feel personal, not transactional. Our advisors blend institutional‑level research with a boutique advisory experience, one built on confidence, transparency, and a long‑term relationship with the families we serve.
Our practice is built on the belief that trust is earned through thoughtful communication and consistent guidance. We take the time to understand what matters most to you, so every recommendation supports your long‑term goals.
Atlas Capital Advisors blends institutional‑style research with the personal attention of a boutique approach. We focus on clarity, discipline, and helping families make confident decisions — not just about markets, but about retirement, legacy, and the life they want to build.
Our advisors believe great advice is both technical and human. It’s understanding the math behind portfolio construction — and understanding the people behind the portfolios. It’s designing income that feels reliable, helping clients stay steady through uncertainty, and stewarding wealth across generations with intention.
About Us:
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Matthew is a modern-day Renaissance advisor—equal parts strategist, communicator, and client advocate. His practice is built on structure, continuity, and service excellence, and he has been professionally recognized for his ability to build advisory relationships through education, transparency, and strategic insight. Alongside him, his wife Jenn directs all client operations, earning consistent praise for her exceptional service quality and attention to detail.
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Matthew is passionate about helping clients understand the fundamentals of investing so they can clearly see how each decision supports their long-term success. Whether he’s modeling retirement scenarios or walking clients through fee structures, he brings clarity, care, and confidence to every conversation. Together with Jenn, he has built a practice where every touchpoint—from onboarding materials to detailed plan reviews—reflects the belief that trust is built through thoughtful communication and shared understanding.
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Matthew loves learning about the world and spending time outdoors, which has taken him to some remarkable places. He doesn’t travel to vacation—he travels to explore. From rainforests rich in biodiversity to rugged landscapes shaped by nature, he’s drawn to diverse cultures and environments. He speaks near-fluent Spanish, certified through his International Business degree, and has fished, surfed, or hiked in over a dozen countries.
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At home, Matthew finds joy at the river house—on the water, cooking over an open fire, building with his hands, and spending time with his dog. He is most proud of his son, Cooper. One of his most meaningful personal projects was crafting a 12-foot live-edge cedar kitchen table from a tree pulled from the creek near his home. Designed to bring kids and adults together, the table reflects what matters most to him: connection, craftsmanship, and legacy.
President
Financial Planner
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Jennifer leads all client operations and service at Atlas Capital Advisors, with a focus on creating a client experience defined by precision, warmth, and consistency. With over 21 years in the industry, she has built her career around setting a high standard for what exceptional client service looks like and ensuring every interaction reflects the firm’s values.
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Jennifer believes that strong relationships are the foundation of outstanding service. She is deeply committed to delivering a thoughtful, responsive, and seamless experience for every client. Her attention to detail and dedication to follow-through help ensure that clients feel supported, understood, and well cared for throughout every stage of the advisory relationship.
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Outside of work, Jennifer enjoys traveling, spending time on the water, and being with her family. Whether it’s a day outdoors or time at home, she values moments that allow her to recharge and stay connected to the people and places that matter most.
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Jennifer is most proud of her family and her continued recognition for excellence in customer service. These two sources of pride reflect the same values that guide her work every day—commitment, care, and a genuine dedication to the people she serves.
Executive Director
Financial Professional
We partner with a select group of clients who value clarity, discipline, and a steady hand:
Individuals and families preparing for or entering retirement.
Retirees seeking durable income, tax‑aware withdrawals, and financial well-being.
Professionals who want a delegated, evidence‑driven investment plan.
Investors with existing IRAs, Roths, and brokerage accounts who want a cohesive, strategy‑driven approach.
Who We Work With:
Our work is intentionally personal. We take the time to understand what matters most so your plan reflects your life… not a template.
Our Core Principles
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![Stock image used by Atlas Capital Advisors, a North Carolina financial advisory firm specializing in retirement planning, investment management, and long-term financial strategy for individuals and families.]()
Quality First
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![Stock image used by Atlas Capital Advisors, a North Carolina financial advisory firm specializing in retirement planning, investment management, and long-term financial strategy for individuals and families.]()
Evidence Over Noise
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![Stock image used by Atlas Capital Advisors, a North Carolina financial advisory firm specializing in retirement planning, investment management, and long-term financial strategy for individuals and families.]()
Transparency
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![Stock image used by Atlas Capital Advisors, a North Carolina financial advisory firm specializing in retirement planning, investment management, and long-term financial strategy for individuals and families.]()
Behavior-Aware Design
Contact us
If you're exploring a better way to manage your investments or want a second opinion on your current plan, reach out anytime.
We’re here to help you chart a clearer, more confident financial path.
LPL Enterprise Form CRS
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Atlas Capital Advisors.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
