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Discover Your Financial Confidence

Here at Athena Private Wealth, we know that everyone has their own ideas about what financial success looks like. That's why we have personalized services just for you. We're an independent RIA (which means we always put your interests first), and we give you clear and fair advice.

Let's start this journey together. Get in touch with us today, and we can talk about your money goals. We're here to make you feel secure and sure about your finances.

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