For a more detailed and confidential review of your personal needs we invite you to contact one of our professionals. 

If you would like to have a further discussion about our investment management and advisory process, or should you wish to discuss how Atlas Brown might be able to help you achieve your financial goals, we invite you to contact Brad Glotzbach, Senior Vice President and Senior Relationship Manager at:

baglotzbach@atlasbrown.com
502.271.2925  Direct
866.871.0334  Toll Free

Alternatively, if the breadth of your financial planning and investment needs extends beyond the need for investment servicing, and you feel that a more comprehensive overview, including trust and estate considerations, generational planning, gifting, and insurance coverage, is required, please contact Mary D. Jones, Executive Vice President and Director of Family Office Services at:

mjones@atlasbrown.com
502.271.2905  Direct
866.871.0334  Toll Free