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Discover Your Financial Confidence

At Athena Private Wealth, we understand that financial success means different things to different people. That's why we offer customized services to meet the unique needs of investors. As an independent RIA (fiduciary), our commitment is to provide transparent and unbiased advice, focused solely on your best interests. 

Let's explore the possibilities together. Contact us today for an initial conversation about your financial needs and goals. We're here to provide the comfort and confidence you deserve.

Comprehensive Wealth Management:
Let us handle the details for clients with $500,000 or more to invest

  • ASSESS: We gather relevant information to understand your financial landscape and goals.
  • STRATEGIZE: We analyze and interpret the data to provide actionable insights tailored to your needs.
  • PLAN: We develop a prioritized action plan designed to enhance your financial progress.
  • EXECUTE: We manage your investments and financial planning proactively, aligned with your preferences, risk tolerance, unique goals, and timeless investment principles.
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Collaborative Financial Planning:
Experience personalized guidance, regardless of your asset level

  • ASSESS: We gather relevant information to understand your financial landscape and goals.
  • STRATEGIZE: We analyze and interpret the data to provide actionable insights tailored to your needs.
  • PLAN: We develop a prioritized action plan designed to enhance your financial progress.
  • COLLABORATE: Enjoy quarterly one-on-one meetings or additional sessions as needed, along with access to our online planning and account aggregation software. You execute your plans on your own. 
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Comprehensive Wealth Management:

  • $500,000 minimum managed assets per household
  • Advisory fees*: 1.25% (billed quarterly in advance) up to $1 million, then 1.00%; negotiable above $1.5 million
  • No transaction fees or commissions


*Advisory fees exclude expenses and fees for ETFs, mutual funds, or other investments, and costs from outside sub-managers.

Collaborative Financial Planning:
 

  • $1,600 ($400 per quarter) with a commitment of four quarters

  • Additional negotiable fees may apply for extraordinary complexity or travel expenses.

For more information about our firm and the services we offer, please send us an email or call. We welcome the opportunity to speak with you.

advisors@athenaprivatewealth.com   |  (847) 299-8877