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Our Mission

In 2007, Athenian Private Client Group was founded by Mr. Spiros Vassilakos who has a mission to specialize in helping individuals and businesses with the complexities of Financial Planning. At Athenian Private Client Group we provide an experience that will identify and help you work toward your financial goals, apply suitable investment strategies, through asset management, asset protection and financial planning solutions.

At Athenian Private Client Group we see our clients as the Chief Executive Officer of their finances. As their Chief Financial Officer we our committed to working with our clients as part of their executive team, providing options on creating and executing strategies that strive to address their most pressing financial and investment needs.

Our process is to help simplify the complexities of Financial Planning through our DNA process, that includes a Discovery Consultation where we will discuss your current financial situation and provide a Road Map that will include recommendations on Investments, Risk Management, Tax Strategies, Estate Planning and Charitable Giving. 

These strategies that are tailored and suited for our clients investment needs, provided that they commit to a process that include financial planning solutions, wealth management strategies and insurance services. 

Its is through our financial team commitment with Cambridge Investment Research Inc., and our financial process programs that we are able to provide our clients with a clear, consistent and transparent experience.