What is Atrium Wealth Council®?

You build one financial profile: income, expenses, debts, accounts, goals. Every specialist reads from it, so the retirement strategist knows about your debt and the tax strategist knows about your home purchase. You never re-enter the same numbers twice.

Each specialist produces a structured plan with metrics, action items and saved history. A priority engine ranks what to do first across all of them, and weekly check-ins keep the plan current.

Retirement, tax, investing, cash reserves, debt payoff, insurance, real estate, estate organization, budgeting, college savings, Roth conversions, tax-loss harvesting, a lifetime roadmap and a second-opinion audit. Elite members can add a separate set of business specialists. Meet every member of the Council.

It does not manage, hold or move your money, sell products, or earn commissions. It is not licensed advice, and it will tell you when a decision warrants a licensed professional.

Atrium vs. a financial advisor · Atrium vs. budgeting apps · Pricing explained

What is Atrium Wealth Council®?

Atrium Wealth Council® is an AI financial planning workspace. It gives you a private council of specialist AI strategists (retirement, tax, investing, debt, cash, insurance, real estate, estate, budgeting, college savings and more) that all work from one shared picture of your finances.

Is Atrium a financial advisor?

No. Atrium is educational planning software. It is not a registered investment advisor, fiduciary, tax preparer, attorney, or insurance broker, and it does not hold or move your money.

How much does Atrium cost?

Starter is $49/month, Pro is $99/month and Elite is $199/month. Annual plans charge 10 months for 12. Every plan starts with a 3-day free trial.

Who is Atrium for?

Individuals and households who want structured, specialist-level thinking about their money (a retirement check, a debt payoff order, a tax plan, a home purchase) without paying advisor fees or stitching together a dozen calculators.