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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 surprises and 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 client's 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 client's financial health. We take the "Human Element" approach with our clients when it comes to customizing their Financial Plan. Our clients are considered part of our family and not treated as an investment transaction. We built our process around a goal that helps our clients and their generational family succeed financially and to help them leave a long lasting legacy. 

Taking The Next Step

STEP 1

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 multi generational families, C-Suite executives, entrepreneurs and physicians nationwide since 2007. Our goal is to provide an experience that will simplify our clients financial life, manage their financial goals, protect their legacy and to live a comfortable lifestyle.

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Our Commitment

Our priority is providing an experience full of financial planning options to help take the proper steps in provided for yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand what are the most important financial decisions you would like to accomplish. We want a long-term relationship that encourages open and honest communication which has been the cornerstone of my foundation for success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to provide financial wellness. As you search our site, I encourage you to send 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.

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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.



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