The ATON Difference

Taking a holistic approach to wealth planning.

ATON works closely with you to understand who you are, what you value, and what life goals are most important to you. We help you navigate your future by integrating your financial planning needs with your investment management strategy.

Acting in your best interests.

As an independent wealth management firm, ATON offers unbiased advice that is personalized for each client's unique needs. Our single focus is to identify and execute the best investment and planning strategies for you. In fact, it is our fiduciary responsibility to put your needs first. As a fee-only advisor, we never receive referral fees or commissions, we sell no financial products, and are compensated only by our clients.

Delivering unmatched resources and financial expertise.

ATON provides institutional quality money management and financial planning services to all clients. ATON is led by a CPA and former senior manager of a global professional services firm. Through our alliance with Innovest Portfolio Solutions, an investment consulting firm that provides services to clients with investment portfolios totaling $3.5 billion, we have access to a robust investment and market research team.