Built for Long Island
educators and professionals.
High-touch, tech-enabled planning for Long Island educators, nonprofits, small businesses, retirees, and pre-retirees.
Prefer to talk or text? Call (631) 389-2358 · Text (631) 904-0901
Interactive Tool
Learn How Investment Expenses Quietly Erode Your Nest Egg
Most investors never learn the true long-term cost of fees. Use this simple illustrator to discover what your plan may really be costing you over 10, 20, or 30 years.
Open the Investment Expense Illustrator →How We Help Long Island Professionals
Complimentary 403(b) Checkup
Uncover hidden fees in just 10 minutes. No pressure, no obligation.
Book Your Complimentary Checkup →VirtualWealth Sessions
High-touch virtual planning designed for busy professionals.
Life Insurance Guidance
Objective quotes and planning from an advisor who puts clients first.
Get a Quote →
Get Your Complimentary 10-Minute
403(b) Checkup Today
Discover what your plan is really costing you and receive clear next steps — with zero pressure.
Book My Complimentary Checkup Now
Takes less than 60 seconds • No pressure • Immediate clarity
Prefer to talk or text? Call (631) 389-2358 · Text (631) 904-0901
VirtualWealth: High-Touch Planning, Zero Commute
Purpose-built for educators, nonprofits, small businesses, retirees, and pre-retirees who want expert guidance without sacrificing their time.
Atlas Benefits Advisor 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 financial advisors.
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.
Complimentary Introductory Access
Your first VirtualWealth consultation is typically provided complimentary — making it easy to explore how we can help achieve your specific financial objectives.
Client-Centric & Cost-Effective
We put our clients’ interests first. 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.
Ready to get started?
Book a complimentary VirtualWealth session and get clear next steps for your retirement and benefits.
Book a Complimentary VirtualWealth SessionMeet the Team
After more than two decades helping Long Island educators and nonprofit professionals, Christopher built Atlas as a practice where we truly put our client's interests above our own — focused on clarity, care, and doing what’s right.
Get Your Complimentary 403(b) Fee Analysis Checklist
The exact checklist we use in our 10-minute reviews to find hidden fees most educators miss.
Frequently Asked Questions
Click any question to see the answer
Helpful Resources
What Long Island Professionals Say
"Chris helped me finally understand my 403(b) fees. After our session I made changes that helped reduce my fees significantly."
— Maria T., Teacher, Smithtown
"The VirtualWealth sessions fit perfectly into my crazy schedule. I finally have a clear retirement roadmap."
— David R., Nonprofit Executive Director
"I was nervous about retirement planning. Chris made everything approachable."
— Lisa K., School Administrator
Ready to take control of your financial future?
Whether it’s a quick 403(b) checkup or a full VirtualWealth plan, we’re here to help.
No obligation. No pressure. Just clarity.
Prefer to talk or text? Call (631) 389-2358 · Text (631) 904-0901
Meet Atlas!
