ATX Financial Planning, LLC

Dallan Maas is a financial advisor with ATX Financial Planning, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining ATX Financial Planning, he worked at U.S. Capital Wealth Advisors, Commonwealth Financial Network, and Austin Financial Partners. Outside of his advisory work, Maas is involved in family farming operations through Maas Farming Corporation and owns a sole proprietorship that leases and manages farmland. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan advisory services including ERISA 3(21) and 3(38) options. The firm employs a blend of long- and short-term investment strategies across multiple asset classes and offers proprietary strategies with performance-based fees for qualified clients.

Raymond Massey is a financial advisor at ATX Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has a background that includes roles at Legacy One Financial Advisors and Commonwealth Financial Network. Massey is also an attorney with his own law practice focused primarily on estate planning and is involved in coaching attorneys through his Legalorian LLC ventures. ATX Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and retirement-plan advisory services, managing approximately $140 million across 150 client relationships. The firm employs a mix of long- and short-term investment strategies, including equities, structured-outcome ETFs, commodities, and cryptocurrency-tracking ETFs, and offers proprietary leveraged strategies with performance-based fees for qualified clients.