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Lifestyle & Legacy Confidence & Client-Focused
Our Process
Our History
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.

Athenian Private Client Group was founded on the principle of placing client needs first. We believe our focus on professional development sets us apart from our peers. As a firm, we aim to go above and beyond the standard definition of service by incorporating all key elements of wealth management.

Taking The Next Step


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.


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 or schedule an appointment at

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