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Helping You Find Your “Why”

We aim to simplify your financial life, optimize your investments, and organize your personal financial planning. We work individually with you, to develop a cost- efficient plan that is right for your unique financial circumstances, to grow and protect your assets and achieve your most important financial goals. Our main goal is to help educate our clients on what it takes to manage their personal finances, investments and sustain a reasonable lifestyle.

Finding your “Why” and achieving Financial Freedom.

Accumulating wealth throughout your life takes persistence and focus. It's a journey, and reaching your destination can mean a better life and stability for you and your love ones. Finding your “Why” is a journey, but when reached, your destination can mean a better life and stability for you and your loved ones. Here at Athenian Private Client Group we will help you plan to work toward your financial independence.

We will help empower you to discover your definition of wealth while providing the confidence to help you achieve it. This is done through Comprehensive Financial Planning. We take a holistic approach to establishing goals and determining what you will need to do and need to have in place in order to reach those goals.

The areas that we focus on:

  • Investment Management
  • Cash Flow Analysis /Budgeting
  • Tax Planning
  • Retirement Goals Analysis
  • Estate Planning
  • Charitable Giving