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Our Mission

Athenian Private Client Group Corp. has served high-net-worth families and individuals, corporate executives, entrepreneurs and physicians nationwide since 2007. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. As a fee base independent financial advisor, you can rest assure that we our compensated based on the asset management services we provide.

Investment Philosophy

By working together, we will help you take advantage of opportunities and avoid costly mistakes. Before making any investment decisions, we help you determine where you are and where you’re going.  We focus on your priorities and work diligently with you on all areas of your financial life.

We understand that financial independence does not require extraordinary income or investment “home runs.”  It requires, first and foremost that you start saving and investing early and add to your investments consistently.

Our Process:

  • Custom portfolio design and implementation
  • Proactive intelligent rebalancing
  • Sophisticated volatility rebalancing
  • Comprehensive diversified tax managed customization
  • Review and Evaluate portfolio reporting