Our Purpose

The Atrium Financial Group collaborates with those who share our values to reach financial freedom and become the heroes of their own lives. Our coaching and stewardship inspire our clients and community to realize their full potential.

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Discovery Leads to Wise Choices

You have individual experiences and unique hopes and dreams that call for a values-based approach to financial planning. Your core values become the basis for defining your financial philosophy and this serves as a guide in developing your plan.

The starting point for Financial Discovery is to separate two conversations that are often blended into one. Specifically, planning conversations can sometimes move too quickly to solutions, before taking the time to really understand what matters to you, and why it matters.

To address this, we separate the conversations using a concept called The Planning Horizon™. First, we explore what matters and why. Once we do, then we’ll work with you to develop a plan to achieve it. We will regularly revisit your goals and review your plan as life changes, to make sure you remain on track.

Wealth Optimization GIF (Fee-Based Planning)

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.