Your Partner for Success

As a business owner, it’s often a struggle to balance the many different aspects of a busy life.  The more financial success you have, the more complex life becomes. Atomi Financial Group offers completely customized business retirement solutions that fit the size of your company.

SEP IRA / Simple IRA

For small business owners and the self-employed, Atomi Financial Group offers cost-effective SEP IRA and Simple IRA plans.

401(K) Plans

For small- and medium-sized businesses, Atomi Financial Group offers an unbundled 401(k) plan, which utilizes the Schwab Institutional custodial platform and independent third party administrators.

Need more details? Contact us

We are here to assist. Please click on the following button to contact us by phone or email:

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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.