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:
*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.
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