About Us Educated & Experienced Teams (our average experience is over 20 years) 2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.You will always have a CFP® Professional on your team.Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom. Large Firm Capability with a Personal, Fiduciary Approach With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Advice should be unique to you. Charles Schwab & Co. - $2.46 Trillion in asssets under management and 9.3 million accounts.TD Ameritrade - $667.4 Billion in client assets and 6.6 million accounts. Invests $100 million each year on improved technologyMorningstar Inc. - Provides data on approximately 500,000 investment offerings and global market data on 17 million other investments. Technology helping you. As our client, you receive: Personal secure Financial Planning Website with mobile accessPersonal Financial Organizing tools, so families know where to find the important documents, etc.Robust Financial Planning tools with daily account updates and a secure document vault.Precise Online Risk Assessment based on the 2002 Nobel prize winning Prospect TheoryAsset Allocation tools proven to beat the traditional methodsInvestment Due diligence on funds, ETFs, and Separate Accounts that has been shown by 3rd party analysis to correlate with future resultsPortfolio Reporting from Morningstar, including your own performance report portalOnline account opening for Target Risk InvestingPaperless signatures for most documents if preferredInternet meeting capabilities Advisors Daniel M. Alberth, MBA, CFP® Manager, Wealth Advisor (847) 299-8877 (847) 299-1929 firstname.lastname@example.org Professional Info I have worked as a personal financial advisor since 2003, with additional financial and insurance experience going back to 1993. I have been a Certified Financial Planner™ since 2005.Athena Private Wealth... Read more Brian C. Beasley, CPWA® Manager, Wealth Advisor, Chief Compliance Officer (847) 299-8877 (847) 299-1929 email@example.com Thomas J. Stecich, CFP® Manager, Wealth Advisor (847) 737-7987 (847) 299-1929 Professional Info I have worked as a personal financial advisor since 2010. I am also a Certified Financial Planner. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals,... Read more Steven R. Shambora Manager, Wealth Advisor (847) 737-7987 I have worked as a personal financial advisor since 1993. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit organizations. Work... Read more Daniel K. Stecich, MBA Sr. Vice President, Economic Research (847)299-8877 (847)299-1929 firstname.lastname@example.org Work Experience Partner, Sr. Vice President Economic Research Athena Advisor Services, LLC October 2013 – Present (1 year, 5 months)Des Plaines, IL Using my 30+ years of experience on the macro end of the financial arena to now... Read more Really, we won't bite you. Give us a call, or email us today! We would love the opportunity to become your trusted advisors. Name Email Phone Question Thank you! Oops!