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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:

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Our People
Atomi Financial Group


Investment Management


Personal Strategist

Financial Planning

Anfield Capital
Personal and Business Insurance Partners
Compliance and Due Diligence Associates
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