Our Firm

Atlas Financial Partners is a boutique investment bank specializing in the optimization of deferred compensation plans and in the design, providing, and administration of stable value wraps. Atlas clients range from Fortune 100 banks and corporations to sole practitioner law firms. Our team has more than 100 years of combined industry experience, and includes seasoned experts in tax, accounting, capital markets, insurance, consulting, and asset management, from best-in-class firms like Goldman, Sachs & Co, JPMorgan, PriceWaterhouseCoopers, and The Newport Group.

We have three core businesses:

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The nonqualified plan marketplace has seen significant change in recent years. These changes have materially impacted plans across the Fortune 1000, prompting companies to adapt, improve outcomes for plan participants, and mitigate a negative impact to corporate earnings.

Atlas Benefit Finance, established two decades ago, supports companies in managing these trends and their plans more broadly. Our proprietary tools and extensive knowledge from working with the world’s largest companies (our clients) enable companies to most effectively manage the costs and risks of these plans.

The overwhelming majority of stable value wraps for BOLI and COLI products provide low returns for the risk, and do not allow policyowners to manage the credit or duration risks of their portfolios. They have other poor terms and high fees, leaving portfolio managers at significant risk of long-term underperformance.
Atlas SV Partners designs, provides, and administers stable value wraps that provide policyowners with the ability to manage the credit and duration risks of their portfolios, earn higher returns, and with superior features (e.g. no change of tax law, long-term crawl-out, or surrender-all provisions). Our team has developed and administered several SV businesses over the past 20 years that together have generated $50 billion in AUM.

JurisPrudent Deferral Solutions offers law firms the market’s most advanced attorney fee deferral program. Leveraging our extensive experience with nonqualified deferred compensation plans and our knowledge of the features large corporations require, our attorney fee deferral plan is structured to offer unmatched safety, superior service, and complete transparency.
JurisPrudent’s fee deferral program enables successful attorneys to manage their tax burdens and cash flow requirements most effectively and securely.

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