Your investments aren’t just numbers on a page. They are fuel for the life you’re building today, tomorrow, and for generations to come. At Fathom, we manage wealth with both precision and purpose, ensuring every decision is aligned with your values and your vision.
How We Work Together
At Fathom, you don’t just work with an advisor. You gain the perspective of an ensemble team. Together, we bring depth and insight to every portfolio. By blending active and passive strategies, exploring alternatives, and balancing growth with protection, we design portfolios built to serve both your financial goals and your bigger picture. From tax smart strategies and loss harvesting to workplace plan consulting, we turn complexity into clarity. We don’t just show you what we’re doing, we help you understand why it matters. Whether it’s your retirement accounts, pensions, or broader investments, our goal is simple: to give you confidence in how each decision supports your future.
What You Can Expect
Personalized Portfolio Design
Active and passive strategies, alternatives, and annuities designed to fit your goals.
Retirement and Workplace Plans
401(k), 403(b), pension, and workplace consulting to help you maximize long term benefits.
Tax Smart Strategies
Tax advantaged investments, loss harvesting, and cost basis reporting to help you keep more of what you earn.
Ongoing Guidance
Strategic and tactical management that adapts with your life and with the markets.
Integrated Wealth Coordination
Collaboration across your financial, tax, and estate plans to ensure every part of your wealth strategy works together seamlessly.
Why It Matters
We build more than portfolios. We build plans that give meaning to your wealth, so it can fuel the life you want to live and the legacy you want to leave.