Proudly serving clients across Florida & the US since 2007
Financial freedom,
your way.
A boutique private wealth firm for families who would rather be known than managed. We start with a plan — always.
Request your complimentary assessmentWho We Serve
Four kinds of people we know well.
Our Approach
Your interests come first — always.
As a fiduciary, we are legally and ethically bound to put your interests ahead of our own. That means no commissions, no product quotas, and no recommendations that benefit us more than they benefit you. Our advice is independent, transparent, and built around your goals — not a sales target.
Read about our fiduciary responsibilityServices
Four pillars, one plan.
Comprehensive Financial Planning
A written, paid plan that maps income, taxes, risk and goals before a dollar is invested.
Learn moreHolistic Wealth Management
Portfolios built to serve the plan — disciplined, transparent, and reviewed with you, not at you.
Learn moreRetirement Income Planning
Sequencing withdrawals, Social Security and tax brackets so the income lasts as long as you do.
Learn moreBusiness Planning & Exit Strategy
Valuation, succession and after-sale wealth — so the exit funds the life that follows it.
Learn moreLive Workshop
Retirement Income in a Higher-Tax Decade
Tarpon Springs · Seating limited · Complimentary
About
Spiros Vassilakos
CEO & Private Wealth Advisor
Spiros founded Athenian to practice the way he'd want his own family advised: plainly, patiently, and with the plan in writing. He works with a deliberately small number of households across the Tampa Bay area.
- Series 65
- Licensed
- Fiduciary
- Always, by commitment
- BrokerCheck
- Publicly verifiable
Next Step
Schedule a 15-minute financial discovery session.
No pitch, no paperwork. A short conversation to see whether a plan makes sense for you.
Open the calendar