Bridging Present and Future

Helping create long term financial success


Comprehensive Financial Planning

Helping families grow and protect their wealth


Serving Texas

Austin | Houston | Dallas | San Antonio | Lubbock

Financial Planning

Financial Planning

Risk Management | Retirement Planning | Cash Flow Management

Investment Management

Investment Management

Investment Selection | Asset Allocation | Tax Efficiency | Portfolio Monitoring

Wealth Stewardship

Wealth Stewardship

College Planning | Estate Planning | Philanthropy | Family Governance

Business Retirement Plans

Business Retirement Plans

401(k) Profit Sharing Plans | Defined Benefit Plans | Other Plans

Learn About Us

AtlasMark Financial is a boutique wealth management firm serving private, high net worth families across Texas and the United States.


We build strong relationships with trust by providing objective advice, transparency, and ensuring clients understand all conflicts of interest. 


We approach our work and our relationships with personal integrity by demonstrating respect, accountability, and upholding our code of ethics. 


We strive to innovate by persistently seeking perfection, fostering an open-minded attitude, and continually educating our firm. 


We are committed to creating the best client relationships by exceeding expectations, creating a solid communication channel, and educating clients on key investing concepts. 

Private Wealth Management

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Our Clients

Physicians & Surgeons


Business Owners


Inheritance Beneficiaries