​Atticus Wealth Management is a boutique, fee-only registered investment advisory firm headquartered in Palm Beach, Florida, with additional offices in Atlanta and Denver. Founded in 2018 through the merger of Atticus Asset Management and Bartolf Wealth Advisors, the firm specializes in personalized financial services tailored to clients’ unique life stages. Their offerings include wealth management, retirement planning, estate and trust planning, corporate retirement solutions, and philanthropic advisory services. Atticus distinguishes itself through a data-driven approach, leveraging advanced technology to analyze market trends and client preferences, ensuring strategies align with individual goals. The firm emphasizes transparent pricing, unlimited client communication via secure platforms, and a commitment to excellence, fostering long-term relationships built on trust and integrity. Led by a team of seasoned professionals, including CEO and CIO E. Carter Morris IV, Atticus manages over $430 million in assets, providing clients with comprehensive and customized financial guidance. ​