Reviews for Atkinson Wealth Strategies

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Dec 2022
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.
Nov 2018
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 basis to make sure tax efficiencies are being maximized in my plan and investments.
Nov 2018
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.