ATOMI FINANCIAL GROUP

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... As a fiduciary (as defined in the U.S. Investment Advisers Act of 1940), Atomi Financial Group is held to a higher standard than most other financial services firms, which only adhere to a suitability standard. In all matters, our client's best interests are considered first. Any potential conflicts of interest are either eliminated or fully disclosed. In addition, Atomi's commitment to complete cost transparency helps give clients the confidence that their goals, their money, and their financial team are all aligned... 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,..

Also known as: Atomi, Atomi Financial Group, Inc.

Primary location: Irvine United States