Athena Financial Group, Inc. is an independent, fee-only financial planning, and investment advisory firm. Our goal is to provide financial advice and direction so you can pursue your passions with security and peace of mind. Our services are personalized to fit your needs and are designed for people who are interested in creating, preserving and protecting their wealth.
At Athena Financial Group, our clients include successful individuals and families who are looking to have their wealth managed with the utmost of care. We manage all aspects of their wealth in ways that address not only the financial but also the emotional , charitable and heritage aspects of their wealth.
Our success is measured by your peace of mind and happiness. We work with you, your family, your legal or financial advisors and our network of professionals to design a financial plan that manages your wealth , maintains your lifestyle and assures that your legacy lives on .
It’s Your Money. Every person has different goals in their life. Those goals may have been determined by life events along the way. When we write your financial plan, our professionals take in to account those goals, your needs and how you want to accomplish your dreams. We always cater our plans to YOU.
Planning a retirement soon?
We can help you develop a sound strategy to help ensure that you will not only have the income, but also the options to retire comfortably.
Do you want to make a career change?
Our professionals work with 401(k) rollovers, asset re-allocation, and risk management so you can take that leap without the worry.
Do you belong in the sandwich generation?
If you are faced with caring for elderly parents, we help you sort through the issues and implement critical estate planning solutions – effective wealth transfer, asset protection and long-term care planning.
Has your relationship status recently changed?
Your goals and finances may have also changed. We can re-evaluate your needs and provide the best course of action for your situation.
Is your financial portfolio too confusing?
Our professionals can take your complex financials and simplify, organize and maximize t hem.
Athena Financial professionals will devise a plan tailored to fit your needs. No matter how small or vast your wealth may be, we can make it work for you.
