Michael McDyer, CFP®

Michael McDyer, CFP®

Michael is a Certified Financial Planner™ professional and president of Atlas Capital Management. He founded Atlas and has been at the helm since 1998. He has a long tradition of helping clients accumulate and preserve wealth. Michael started in the financial services industry in 1986. He has worked trading individual securities, been involved in investment banking and has been an owner or partner in several small businesses over the years and has, therefore accumulated an extremely diverse base of experience and knowledge.

Michael founded Atlas Capital as an independent firm on the belief that the client's needs come first, no other agenda. Working with a holistic, comprehensive planning approach, he helps both individuals and small businesses in the preparation of long, intermediate and short-term financial plans and goals, with an emphasis on retirement planning.

Michael graduated from Gettysburg College with a degree in business administration and is a firm believer in ongoing education. He is a dedicated student of financial planning and holds the series 7, 63, 24 and 65 securities registrations through Berthel Fisher & Company Financial Services, Inc., as well as a Life and Health insurance license. Another important credential that  he holds is the CFP® certification. This means he has met rigorous certification requirements including initial and continuing education, examination and experience standards, and agreed to adhere to a strict code of ethics and practice standards. All this puts him in a strong position to address the key financial issues that most people will encounter in their lifetimes.

For over 5 years, Michael has been named a Five Star Wealth Manager for 2012 - 2014 and 2017 - 2019, as seen in NJ Monthly Magazine and research conducted by Five Star Professional. *

As a former collegiate football player and continuing sports enthusiast, Michael enjoys running, skiing, cycling and spending time with his family. He is often seen coaching baseball, football and basketball for the local youth teams. He also lends his time and expertise to the Finance and Stewardship Committees at Our Lady of Lourdes Church, is a member of the Knights of Columbus in Whitehouse Station and helps with Hopeful Holidays (a NJ non-profit started by his children). Michael resides in Readington, NJ with his wife Angela, daughter Brianna and son Ryan.

The Five Star Award' is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.

Phone (908) 823-0001