We are a fee-based wealth adviser that provides retirement planning, investment, insurance, and tax reduction solutions. 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. 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. 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.
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.
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. 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.
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.
Services
While any website will describe the "what" and "how" of a financial services firm, they often do not answer the most important question - why?
More specifically: why does Atomi Financial Group exist and why do its people work here?
Our answer is rooted in our deep desire to help others and have a direct impact on the quality of life of individuals.
And, while "achieving one's best potential life" means something different for each client, we can find commonality through two concepts: lifestyle and significance.
More specifically: why does Atomi Financial Group exist and why do its people work here?
Our answer is rooted in our deep desire to help others and have a direct impact on the quality of life of individuals.
And, while "achieving one's best potential life" means something different for each client, we can find commonality through two concepts: lifestyle and significance.
While many investors (and their advisors) still think about investment portfolios in terms of cash, stocks, and bonds, a growing number of investors and advisors have expanded their investment universe to include non-traditional investments, often called "alternatives".
The primary benefit of using non-traditional investments in a portfolio is to augment the risk-adjusted returns provided by a common stock-bond portfolio.
This strategy is commonly referred to as taking an "endowment approach" because the endowments of large universities were early adopters of non-traditional investments.
The primary benefit of using non-traditional investments in a portfolio is to augment the risk-adjusted returns provided by a common stock-bond portfolio.
This strategy is commonly referred to as taking an "endowment approach" because the endowments of large universities were early adopters of non-traditional investments.
We work with individuals and families of differing wealth, goals, and needs.
While many of our clients come to us during a life transition, such as retirement, the clear majority turn to Atomi because they are looking for a better solution to managing their finances.
We work with owners of private, closely-held businesses ranging in size from start-ups to multi-million revenue rates.
We work with a variety of non-profit organizations, including private foundations, endowments, and donor-advised funds.
While many of our clients come to us during a life transition, such as retirement, the clear majority turn to Atomi because they are looking for a better solution to managing their finances.
We work with owners of private, closely-held businesses ranging in size from start-ups to multi-million revenue rates.
We work with a variety of non-profit organizations, including private foundations, endowments, and donor-advised funds.
Are you looking for a career with a fast-growing financial services company?
We are actively looking for candidates in operations, compliance, and due diligence.
We're also open to engaging junior and senior financial advisers who want to build a practice on our chassis.
Please do not contact us directly, as any solicitations that have not first completed our questionnaire will be ignored.
We are actively looking for candidates in operations, compliance, and due diligence.
We're also open to engaging junior and senior financial advisers who want to build a practice on our chassis.
Please do not contact us directly, as any solicitations that have not first completed our questionnaire will be ignored.
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