The Atrium Financial Group’s disciplined approach allows you to unplug from your busy world and take some time to focus on what is important: family. Once you see your future clearly, we design a personalized plan that allows you to make intelligent and informed decisions about your life rather than the traditional, emotional ones. Having Confidence Through Clarity allows you to live life by design not by default.
Our dedicated team will be your partner throughout this journey. The Atrium Financial Group, a member of the Northwestern Mutual Private Client Group, uses cutting edge strategies and techniques, producing positive outcomes for you and your family for generations to come. Regardless of how complex or volatile the economic environment, you become the hero of your own financial life.
We have one of the best teams around
The Financial Times has recognized The Atrium Financial Group as one of the top advisors in the country three years running. Additionally, Michael Mennella, William Newman, and Jeremiah Mackey have all been recognized by Forbes as one of the top financial security professionals in the country. William Newman was also named a Forbes Best-In-State wealth advisor. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.
ALSO RECOGNIZED IN 2018 AND 2019
Forbes "Best-in-State Wealth Advisors" list (April 2024), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022. Forbes "Best-in-state wealth advisors" list (April 2022), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2021. Forbes Top Financial Security Professionals list (July 2022,2024). Research and ranking provided by shook research. Based upon data as of December 31st of the preceding year. The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019. The Financial Times “Top Financial Advisers” list (April 2019). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2018. The Financial Times “Top Financial Advisers” list (March 2018). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2017. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Our focus on doing right by our clients, as well as our employees and community, has earned our office and the Northwestern Mutual Capital Region recognition including:
