Broker Check

Our Practice

Our Primary Purpose

The Atkins Group specializes in providing comprehensive financial planning and investment management services to high net worth individuals and their families. Our collective experience allows us to help clients navigate even the most complex of circumstances and we are committed to providing each client with a clear path to financial success. Our multi-generational client service model is tailored to meet the needs of our clients and the people they care most about. Similarly, we act as fiduciaries to our investment advisory clients and our team has partnered with Baird to leverage industry-leading research, resources, and expertise on behalf of our clients.

The Atkins Group operates in Downtown Seattle. This location provides access and convenience to clients and colleagues in Seattle’s thriving technology, biotech, medical research, and philanthropic communities.

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