About
A small firm, on purpose.
Athenian Private Client Group was built to advise families the way we would want our own advised — plainly, patiently, and with the plan in writing.
Founder
Spiros Vassilakos
CEO & Private Wealth Advisor
Spiros founded Athenian in 2007 after concluding that most of the industry was organized around products rather than people. He wanted a practice where the plan came first, the fee was legible, and the advice could be defended in plain English.
He works with a deliberately small number of households across Florida and the United States — business owners, retirees, health professionals, and tradespeople who have built something worth protecting. That limit is intentional: it keeps the advice personal and the calls returned.
Outside the office, Spiros hosts The Audible Advisor podcast and teaches complimentary workshops on retirement income, tax strategy, and estate planning throughout the Tampa Bay area.
What We Believe
A plan is not a document you receive once. It is the standard every recommendation gets measured against — the reason we say yes to one strategy and no to another.
We are a fiduciary. We are paid by our clients and nobody else, which means there is no product shelf to clear and no quota shaping the conversation. When we are not the right fit, we say so.
And we believe wealth advice should be understandable. If you cannot explain your own plan to your spouse in a few sentences, we have not finished the work.
Next Step
Come see whether we're a fit.
A short, no-obligation call to see whether a written plan makes sense for your situation.
Schedule a call