Your Trusted Baltimore Maryland Insurance Agency
Atomi Financial Group is a fee-based wealth adviser that provides retirement planning, investment, insurance, and tax reduction solutions. We are committed to helping individuals and families achieve their best potential life by aligning their resources to secure a lifestyle that meets their vision of a flourishing retirement.
Our Philosophy
Atomi Financial Group is built on the foundation of our mission statement: "To help people achieve their best potential life." We believe that true prosperity is achieved when individuals can live a life of purpose, significance, and financial freedom. We define lifestyle as the life you live for your own benefit, and significance as the life you live for the benefit of others. Our goal is to help our clients integrate these two concepts to create a financial plan that is tailored to their unique needs and goals.
Our Capabilities
As a full-service financial services firm, Atomi Financial Group offers a comprehensive range of capabilities, including:
- Financial planning and wealth management
- Investment management and endowment-style investment portfolios
- Retirement planning and legacy planning
- Real estate investing and tax-mitigation investments
- Insurance solutions to protect your assets and income
- Philanthropic planning to give back to the community
Our Approach
At Atomi Financial Group, we believe that every client is unique, and therefore, we take a holistic approach to financial planning. We begin by getting to know our clients and understanding their values, goals, and aspirations. We then work closely with them to create a customized financial plan that is tailored to their individual needs. Our team of experts will work together to ensure that all aspects of your financial life are coordinated to achieve your goals.
Our Commitment to You
At Atomi Financial Group, we are committed to putting our clients' best interests first. As a fiduciary, we are held to a higher standard than most other financial services firms. We believe in transparency and honesty, and we are committed to providing you with the information you need to make informed decisions about your financial future.
Our Team
Our team of experts has over 15 years of experience in the financial services industry. We have worked with clients from all walks of life, and we are dedicated to helping you achieve your financial goals. We believe in continuous learning and professional development, and we stay up-to-date on the latest financial trends and strategies to ensure that our clients receive the best possible guidance.
Overall Experience
The reviewer, Andrew Guida SoCal Digital Marketing, had a 5-star experience with Atomi Financial, a financial advisement firm. He was impressed with the quality of service he received, specifically highlighting the knowledgeable and comprehensive guidance provided by Burton.
Exceptional Customer Service
Andrew praised Burton for answering all of his questions about investing, providing a clear understanding of the process, and giving him confidence in his financial decisions. This exceptional customer service led Andrew to feel excited about continuing to invest and building a larger portfolio than initially intended.
Innovative and Forward-Thinking Approach
The reviewer's experience with Atomi Financial demonstrated a commitment to innovation and forward-thinking approach, as Andrew was encouraged to think outside the box and consider alternative investment strategies. This refreshing approach allowed Andrew to feel empowered and informed throughout the process.
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