January 17, 2018

A client recently forwarded us an article by Jason Zweig published in the Wall Street Journal titled “The 19 Questions to Ask Your Financial Adviser” (link here), and asked if we would answer those questions. Rather than make it a private conversation, we have posted our answers below:

1. Are you always a fiduciary, and will you state that in writing?

Yes a...

Please reload


  • LinkedIn Social Icon
  • Facebook Social Icon

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.