Atlas

Joshua Mudse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Atlas. His prior roles include positions at OneAscent Financial Services, FF Advisors, Running Point Capital Advisors, Carnegie Investment Counsel, and Munn Wealth Management. He is also Associate Vice President of Client Services at Synergy Private, where he manages family office services such as accounting, tax preparation, and coordination of professional advisors. Atlas (ATFS Advisers LLC) provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a longer-term, index-based investment approach supplemented by concentrated strategies, ETFs, and direct equities, and manages both discretionary and non-discretionary portfolios alongside a private credit fund.

Kristian Mtetwa is a financial advisor at Atlas with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at several firms, including 49 Wealth Management LLC and Thrivent Advisor Network, LLC. Outside of advisory work, he is a co-founder and partner of Synergy Private LLC, a business consulting firm, and serves as principal of VOT Group LLC, which focuses on public speaking and event organization. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis, offering tailored portfolio construction with an emphasis on long-term, index-based allocations supplemented by specialized strategies and direct equities.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Atlas, he held roles at Spreadwise, Planet Healthcare, Kencor Health, and Merrill Lynch. He is also the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term, index-based allocations supplemented by specialized strategies and works with sub-advisors to tailor portfolios to client goals and risk tolerance.

Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Jefferies LLC, U.S. Bank, and The McLean Group. Outside of finance, he was involved with Irazu Coffee from 2014 to 2017. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis, offering portfolio management, comprehensive financial planning, and access to a private credit fund, with a focus on tailored asset allocation and a mix of index-based and specialized strategies.

Alex Goldstein is a financial advisor at Atlas with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, UBS Financial Services, and Chesapeake Asset Management. Goldstein is the founder of Spreadwise LLC and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by concentrated, hedged strategies, ETFs, and direct equities, managing a substantial portion of assets on a non-discretionary basis.

Joshua Perlmutter is a financial advisor with Atlas, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. He is based in Chicago, IL. Atlas provides wealth management and financial planning to individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a focus on longer-term, index-based allocations supplemented by specialized strategies, and it manages both discretionary and non-discretionary assets, including a private credit fund.