What’s in a name?Everything we do.
Yoke / yohk /
to join or unite
A synergistic term. “Stronger together than separate.”
Ataraxia / at-uh-rak-see-uh /
quiet of mind
Quiet of mind that comes from acceptance of life’s circumstances and alignment of your actions (money) with your purpose and values.
Ataroke / at-uh-rohk /
joining together to help you make financial decisions that allow you to pursue your purpose and values
What you should know about us
Fiduciary
We are always required to act in your best interest. Not sometimes. All the time. Unfortunately, this is not always the case in our industry.
Independent
We only work for you. We are not affiliated with any banks, brokerages, or insurance companies. This also means we are not restricted in how we can help you.
Small headcount.
Big Impact.
The only thing we don’t have is a huge marketing budget and a 24/7 help line.
Credentialed
CFP® Professional
Fee-only
No sales. No commissions. No hidden fees. No kickbacks.
We are paid one way and one way only, by you.
We’re a librarian, not a library.
We know a lot, but we don’t know everything. And when we don’t know something, we’re pretty good at finding who does.
With access to a network of experts and advisors, we can find the person or company you knows what we need to know.
Do you have questions about your money, but don’t want to be sold anything?
We solve the “move money” problem.
For many advisory firms, the only way to be paid is for clients to “move money”, for example, sell insurance, or move investments under their management. Whether intentional or not, this incentive structure can impact their advice.
Not Ataroke.
Taylor Stewart, CFP®
Founder
Taylor Stewart is a financial planner, wealth manager, and author focused on helping people make the most of their money. Based in McKinney, TX, Taylor is the founder of Ataroke Wealth, serving clients both locally and nationwide.
As a second generation planner, Taylor's passion for the profession runs deep. However, he also recognizes that financial advisors have lost trust over the years, which is why he founded Ataroke, to put the advice back in “Advisor”.
FAQ
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Ataroke Wealth may have me, Taylor Stewart, as its sole employee, but rest assured, I have a network of experts and professionals supporting me. Here's how it works:
Collaborating with specialists: In our ever-evolving profession, staying ahead requires a team effort. I work closely with experts in various fields, including investments, taxes, insurance, estate planning, and structured notes. Their insights and guidance ensure that you receive the most informed advice tailored to your needs.
Strength in networks: As a member of esteemed advisor networks like FPA, CFP®, and XYPN, I have a vast community of fellow advisors ready to lend their expertise. This invaluable network allows me to tap into a wealth of knowledge, seeking the best solutions for your specific challenges.
Leveraging technology: Automation is the key to maximizing efficiency and quality. By leveraging cutting-edge technology, I can streamline scheduling, paperwork processing, plan generation, and more. This allows me to provide swift, top-notch service at an affordable price point.
While I am a solo advisor, I am backed by a robust network of professionals, technology, and industry alliances. You can trust that Ataroke Wealth offers you the highest level of service and expertise, all tailored to your unique financial journey.
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Continuity plans are something every small business must address. Here's what you need to know:
Day-to-day execution of your plan does not depend on me. While I help you craft your financial plan, you are the one who executes it. In regards to investments, Ataroke never holds custody of your money. In the event that I am deceased or incapacitated, you may contact either of our custodians, Altruist or Charles Schwab, to access your money.
You will always have full access to your plan and account information. Our systems and processes are designed to provide uninterrupted service, allowing you to stay informed and in control of your financial journey.
We have a well-defined and documented business continuity, contingency, and disaster recovery process. This ensures that in the event of unforeseen circumstances, designated advisors are ready to step in promptly. They will seamlessly assist you in transitioning away from Ataroke while upholding the same level of personalized service and expertise.
Your financial well-being is of paramount importance to us. Rest assured that our contingency plans are in place to safeguard the continuity and quality of our services.
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The mechanics of how our industry works can be confusing. Bernie Madoff was an investment manager who effectively stole his clients' money. As a smaller firm that deals with investments, I've found it interesting how many times I've been asked about that scenario. Here's what you need to know:
Distinct Firm Structure: Ataroke is fundamentally different from the type of firm Mr. Madoff ran.
Non-Custodial Approach: We never hold custody of client assets. It's a crucial distinction that sets us apart. When you entrust us to manage your investments, your funds are securely held at reputable custodians such as Altruist or Charles Schwab. We do not have direct access to your money, ensuring an additional layer of protection.
Safeguards and Security: By partnering with trusted custodians, we leverage their robust infrastructure and industry-leading security measures. Your investments remain safeguarded, and we have no ability to manipulate or misuse your funds.