Our Firms and Partners

As a client of Atomi Financial Group, you will work with professionals who possess top-notch educational credentials and many years of industry experience. Led by your Atomi Personal Strategist, a team of internal and external experts is created in order to plan and execute an integrated financial solution which may include elements such as estate, investment, insurance, philanthropic, and life planning. 

Below an organization chart of the various firms Atomi operates, and some of our key strategic partners. Please click on each box for an overview of that firm:

Our People
Atomi Financial Group


Personal Strategist

Investment Management


Personal Strategist

Financial Planning




Anfield Capital
Personal and Business Insurance Partners
Compliance and Due Diligence Associates
Have a question? Ready to start?

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

  • 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.