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Financial Planning & Benefits Optimization for Professionals, Families & Retirees


Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality. Maximize your pension, benefits, and retirement strategy-without guesswork!


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Atlas VirtualWealth Building Sessions | Atlas Benefits Advisors

Atlas VirtualWealth Building Sessions

Convenient, modern financial guidance and education — delivered right to your phone, tablet, or computer.

Atlas Benefits Advisors offers VirtualWealth sessions as a flexible, high-touch way to deliver personalized wealth-building strategies and financial education — especially for non-profit employees, professionals, families, and retirees across Long Island (Nassau & Suffolk counties) and beyond.

No travel required. Join from home, the office, or anywhere — all while receiving dedicated, one-on-one guidance from experienced fiduciary advisors.

Key Features of VirtualWealth Sessions

  • Personalized Wealth Building Focus
    Portfolio construction tailored to your goals, time horizon, and risk tolerance • Peak-career planning • Retirement preparation • Debt and investment strategies designed for variable income patterns common in non-profit roles.
  • Financial Education Integration
    In-depth, customized learning on investing fundamentals, retirement income sequencing, tax-efficient strategies, estate planning basics, and maximizing employee benefits for long-term wealth.
  • No-Cost Introductory Access
    Your first VirtualWealth consultation is typically provided at no charge — making it easy to explore how we can help achieve your specific financial objectives.
  • Client-Centric, Fiduciary & Cost-Effective
    As fiduciaries, we are legally required to put your interests first — always. Our independent, fee-based model eliminates commission conflicts and proprietary product pressure, often resulting in lower costs, greater flexibility, and more of your money working for you compared to traditional wirehouses.
VirtualWealth aligns perfectly with our mission: empowering clients — especially in the non-profit sector — through seamless benefits optimization and proactive, personalized wealth-building tools.

Ready to Get Started?

Schedule your no-cost introductory VirtualWealth session today.

Book Online Call 631-389-2358
The Next Generation of Long Island Financial Planning<br/><br/>

The Next Generation of Long Island Financial Planning

At Atlas Benefits Advisor, we deliver unbiased, modern, personalized financial planning to families, professionals, retirees, and business owners across Nassau and Suffolk counties. We take our responsibility as a fiduciary seriously, and place the needs of our clients ahead of our own.

We’re proud to bring specialized expertise to Long Island’s nonprofit employees—teachers, healthcare workers, law enforcement, and everyone who pours their heart into serving our communities.

That said, our doors are wide open to all Long Island neighbors. From North Shore executives to South Shore entrepreneurs, we craft clear, forward-thinking strategies that turn today’s earnings into tomorrow’s security—for everyone.

Long Island is home. Your financial future should feel that way too. Let’s build it together.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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Meet Atlas!

Meet Atlas!

Meet Atlas – our official Atlas Benefits Advisor mascot!  🐺💼❄️

Rescued in 2022 and instantly stealing hearts (and probably a few treats), this majestic husky reminds us every day what true strength and reliability look like. Just like the Titan who carried the world on his shoulders, Atlas is here to help shoulder your financial burdens with steady paws and unwavering loyalty.

From snowy yard sessions to planning your secure tomorrow – he's proof that the best advisors are dependable, resilient, and always ready for the long haul.

Whether you're building wealth, protecting your future, or just need a reminder to enjoy the simple things (like fresh snow!), Atlas has your back.

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