Founded in Brooklyn, New York in 1976, Atlas & Rowe is a family-owned financial advisory firm with over four decades of trusted expertise. What began as a humble neighborhood practice has grown into a respected name in wealth strategy, serving a discerning clientele with personalized, white-glove service. Though our roots are homegrown, our reach extends nationwide — built on relationships, generational trust, and a legacy of financial clarity. At Atlas & Rowe, we blend timeless values with modern strategy to help our clients grow, preserve, and pass on lasting wealth.

Our team combines deep industry knowledge with a refined, boutique approach, offering tailored guidance in investment planning, estate structuring, and legacy management. We believe financial advising is not just about numbers — it's about building confidence, clarity, and continuity across generations. Clients choose Atlas & Rowe for our discretion, integrity, and unwavering commitment to their long-term goals. With every plan we craft, we honor our heritage while navigating the future with precision and purpose.