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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.

Move Forward with Confidence

We are a fee-based wealth adviser that provides retirement planning, investment, insurance, and tax reduction solutions

 
 
What Makes Atomi Different?

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.

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.

 
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.

 
 
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. 

Blog Postings

2018 Year In Review

January 1, 2019

Article: Estate Planning Lessons From Celebrities

November 12, 2018

Analysis on Recent Market Sell Off - 10/11/18

October 11, 2018

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Need more details? Contact us

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