Your Life.
Intentionally Designed.
CFP® Professional • Fiduciary • 20+ Years of Expertise
The Atlantis Wealth Experience
Simple, elevated planning built around what matters most to you.
Tailored to Your Life
A plan that fits your life, not the other way around. Every recommendation starts with your values, goals and priorities.
Simple by Design
No noise. No jargon. Just clear options and real understanding, so you can make decisions with confidence, not confusion.
Always Moving Forward
Life changes. Your plan should move with it. We continue to refine and adjust along the way, keeping your financial life connected to the life you're building.
Meet Your Advisor
Christy Robinson, CFP®
Founder & Lead Wealth Advisor
Christy started Atlantis Wealth on a simple belief: financial advice should feel like a genuine conversation. Nearly three decades in, she still begins every relationship the same way, with questions about your life and what matters most to you, well before portfolios ever enter the discussion.
Christy is a straight talker by nature and believes the best advice begins with listening. She is at her best when the decisions feel significant: retirement, a business sale, a move, a family change, or simply deciding what comes next. She brings complex financial questions back to what matters most: your life, your priorities, and the choices in front of you.
Our Services
One plan for every part of your financial life.
Financial Planning
A plan that connects where you are today with the life you want to build.
02Wealth Management
Your portfolio, cared for with a steady hand, so you're free to focus on your life.
03Retirement Planning
A clear view of how your money supports the years ahead.
04Tax Strategy & Coordination
Your financial life doesn't exist in pieces. We coordinate with your CPA so tax considerations remain part of the bigger picture.
05Estate & Legacy Planning
Clarity around what you want to leave behind, and who it's for.
06Insurance & Risk Management
Protecting your plan against the moments no one schedules.
Who We Serve
Guidance for every stage of wealth.
Individuals and Families
You want your financial life to feel more organized and less uncertain. We help you understand your options, bring structure to the details, and align your planning with the life you are creating.
Business Owners and Entrepreneurs
You carry a level of responsibility few people truly see. We help you create clarity around both your business and personal priorities so everything works together with greater intention.
Retirees and Those Approaching Retirement
You are entering an important new stage of life. We help you see how the pieces fit together so you can move into this next chapter with confidence and purpose.
Women Building Wealth
You want a planning experience that feels personal and collaborative. We help you move forward with a stronger sense of direction so your decisions reflect the life you are building.
The Atlas
Your financial world, in one clear view.
A modern, secure space where your accounts, goals and documents are organized in one simple and beautiful place, available whenever you need it.
Explore The Atlas
"We've been with Atlantis Wealth for nearly 15 years, and our experience has been exceptional. Christy and Sonya treat our finances with the same care as their own, guiding us from the start with intentional planning around our goals and dreams. After eight years of retirement, our portfolio is stronger today than when we began."
Charles C.
This testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success. If the person is a client. Any material conflicts of interest that may exist. If cash or non-cash compensation was provided. For a disclosure where the individual is a client with no cash compensation provided and no known conflicts of interest, it may look like this: This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Two offices, one team, serving clients across the country with the same boutique planning experience.
FAQ
Have Questions? We Have Answers.
Answers to the questions we hear most often from people considering Atlantis Wealth.
Is Atlantis Wealth a fiduciary financial advisor?
Yes. Our advisory relationships are held to a fiduciary standard, which means recommendations are made in your best interest, and we explain how we are compensated before you decide to work with us.
Do I need a minimum amount of assets to work with you?
We do not apply a rigid asset minimum. Every relationship is evaluated case by case, and our introductory call is complimentary, so we will tell you honestly whether our planning approach is the right fit for where you are today.
What happens on the first call?
We talk about you.
What's going on in your life? What brought you here? What are you trying to figure out?
We'll answer your questions, explain how we can help, and give you a clear idea of what working together could look like.
What should I bring to a first meeting?
Recent investment and retirement statements are helpful, so bring whatever you have.
But we believe clarity comes before numbers. Before we spend time looking at accounts and statements, we want to understand you. What's important to you, what you're trying to accomplish, and what you want your money to make possible.
Can we meet virtually instead of visiting an office?
Absolutely.
Some clients like meeting with us in person. Others prefer video. Many do a little of both.
Either way, you'll work with the same Atlantis Wealth team and receive the same personal experience.
Which areas do you serve?
Atlantis Wealth has offices in Ridgeland, Mississippi and Nashville, Tennessee, and we work with clients nationwide.
Locally, we serve individuals, families, and business owners throughout Ridgeland, Madison, Gluckstadt, Brandon, Flowood, and the surrounding communities, as well as the greater Nashville area.
For clients elsewhere, we meet virtually, making it easy to stay connected wherever you live.
Can clients from either office work with the same team?
Yes. Atlantis Wealth is one team across two offices, so you have access to the same advisors, service team, and The Atlas client portal regardless of which office you visit.
What are your office hours, and how do I reach you?
Our offices are open 8:30am to 5:00pm, saturday: closed, sunday: closed. You can reach the Ridgeland office at 601-427-9399 and the Nashville office at 615-620-5499, or call our main line at (601) 427-9399.
Clarity Starts With A Conversation
We'll walk through where you are, where you want to go, and how we can support your next steps.
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