Individuals and Families

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. Our clients are tremendously diverse and yet they share a few distinct commonalities:

  • They want all their finances organized and their advisers coordinated

  • They desire to set and achieve realistic life and financial goals

  • They believe in prudent, non-traditional investment strategies, not get rich quick schemes

  • They are concerned about the well-being of their family, children, and community

  • They think their advisor should act in their bests interests


Key Services Include:


Financial Planning


Investment Management


Real Estate Investing




Life Insurance


Long Term Care Insurance


Disability Income Insurance


Personal Lines (e.g., Auto, Home, Umbrella, etc.)


Tax Solutions:


Section 1031 Exchanges


Conservation Easements


Value Added Services:

Legacy Planning

Adviser-Managed Trust Services

Donor-Advised Funds

Life Settlements

Business Owners

We work with owners of private, closely-held businesses ranging in size from start-ups to multi-million revenue rates. 

Key Services Include:

Life Insurance (to fund key man, buy-sell agreements, etc.)

Business Retirement Plans

Commercial Insurance:

General Liability

Workers' Compensation

Commercial Auto

Commercial Property

Professional Liability

Non Profits

We work with a variety of non-profit organizations, including private foundations, endowments, and donor-advised funds. Our non-profit clients include established charities as well as funds and foundations established by wealthy families as charitable giving vehicles.

Key Services include:

Endowment Management

Planned Giving Program Management

Donor Development

Commercial Insurance

Need more details? Contact us

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

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