Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
A financial-planning practice built with your best interest in mind.
At Athena Wealth Management we have one mission: To help clients pursue their goals by making smart financial decisions. How? We learn about you. We guide you. We invest for you. And we stay with you – no matter what life brings.
We create strategies that are tailored to your needs and goals.
We offer institutionally-priced investments and portfolio services.
We provide an objective review of your coverage to make sure your financial security is protected.
We are real people who care about people. Our seasoned team is passionate about providing great service, technology and outcomes. We are the trusted advisor to a select group of clients that want competence advice delivered simply. We are our client’s financial life co-pilots.