Our Team

At Athena Private Wealth, our team boasts an average experience of over 25 years providing trusted financial advice to individuals. Our team includes:

• 2 Certified Financial Planner™ (CFP®) professionals
• 1 Certified Private Wealth Advisor® (CPWA®) professional

All our advisors hold degrees in fields such as business, finance, or accounting. Rest assured, with our team's diverse expertise, you will always have a CFP® professional guiding your financial journey. A CPWA® professional adds value by addressing the unique needs of high-net-worth clients and providing advanced wealth management strategies.

Through various market and economic conditions, we have accumulated the wisdom to navigate even the most challenging financial landscapes.

We pride ourselves on delivering the robust capabilities of large firms while maintaining a personalized, fiduciary approach. Our focus is on providing customized financial advice tailored to your unique situation, free from any sales-driven objectives.

Trusted Partners for Exceptional Service

• Charles Schwab & Co: Our primary custodian, with over $7 trillion in assets under management and over 33 million accounts, offers unmatched customer service.
• Orion Advisor: Access cutting-edge reporting and a user-friendly client portal, providing valuable insights beyond simple account access. Fully optimized for iPhone, iPad, and Android devices.
• 55-ip: Benefit from sophisticated quantitative capabilities and innovative tax technology, designed to reduce risk, taxes, and expenses for your managed portfolios.

At Athena Private Wealth, we leverage additional resources, relationships, and technology to deliver the most up-to-date and effective advice for you and your family.

Embark on your financial journey with confidence. Contact us today to experience the difference of personalized financial guidance tailored to your needs.