Broker Check
Lifestyle & Legacy Your Financial Advocate Confidence & Client-Focused
Our History
Our Process
Our Values

Where Do You Want Your Financial Freedom Too Take You?

Staying the course toward your dreams. Planning for the life and legacy you have imagined.

Life is full of roadmaps that leads to life changing decisions.  Whether starting a business, having a child, getting ready to retire or planning a legacy, it is what we help our clients’ and their family plan for through their lives and generations to come.

We understand that unexpected events and life changes can impact our clients dreams, but with our experience collaboration with our clients, strategic partners and technology, we can monitor, track and plan during life changes along the way.

At Athenian Private Client Group we are a source of knowledge that helps coordinate financial life changes towards bettering our clients financial health. Our clients are considered part of our family and not treated as an investment transaction. We built our practice around a goal that helps our clients and their generational family succeed financially and to help them leave a long lasting legacy. 

Our Process


Discovery Process

A picture is worth a thousand words. So it is important to us to start by creating a visual experience that displays your Financial household and uncover what is important to you, what resources will be available both now and in the future. Having an intuitive simplified overview of your financial situation can help us, you and your family make better informed life decisions about your financial planning future.

Our Valued Commitment

Athenian Private Client Group Corp. has served high-net-worth families and individuals, corporate executives, entrepreneurs and physicians nationwide since 2007. We work to help simplify your financial life, achieve your goals, protect your family and lifestyle, and plan your legacy.


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Tell Us How We Can Help You Today

Thank you! Oops!

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

Thank you! Oops!