What Makes Atomi Different?

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From our endowment-style investment philosophy to our comprehensive financial planning and insurance solutions, Atomi Financial Group is unlike any other financial services firm. Learn about how our differences can benefit you.

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Our Capabilities

Atomi Financial Group is more than an investment management firm. It is a full-service firm with capabilities that include financial planning, legacy planning, endowment-style investment portfolios, real estate investing, tax-mitigation investments, and a full complement of insurance solutions.

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About Us

Atomi Financial Group has amassed a team of professionals who work closely together to help clients create, implement, and manage a holistic financial solution with estate, investment, insurance, philanthropic, and life planning elements.

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Who We Serve

At Atomi, we serve as trusted advisor to a diverse set of clients, ranging from individuals and families, to closely-held businesses and non-profits. For each client, our solution set is both comprehensive and customized to their unique situation. 

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Need more details? Contact us

We are here to assist. Contact us by phone or email.