A complete list of active advisors currently associated with Athena Advisor Services, LLC

Warmer can help you find a great advisor at Athena Advisor Services, LLC or one who fits your needs even better.

Athena Advisor Services, LLC provides asset management and financial planning to individuals (including high‑net‑worth clients), trusts and estates, and business entities. The firm delivers discretionary portfolio management, written financial plans, and an ongoing financial planning subscription that includes account aggregation and planning software, and it offers a wrap‑fee program option. Portfolios are tailored to each client’s objectives and emphasize continuous supervision, with holdings that may include individual stocks and bonds, mutual funds, ETFs and options; the firm employs fundamental, technical and cyclical analysis and reviews accounts at least quarterly with rebalancing as appropriate. Cash balances are generally managed conservatively in short‑term instruments such as money market funds and certificates of deposit to provide liquidity for fee debits and short‑term needs. A noteworthy distinction is the firm’s affiliation with licensed insurance agents and use of a third‑party insurance platform for RIA‑friendly annuities and commission‑free insurance products, a relationship the brochure discloses as a potential conflict of interest when insurance is recommended. The firm also highlights advisors with private‑wealth credentials and the integration of planning software and account aggregation into its advisory process, which shapes how planning recommendations are produced and implemented.

To learn more about the advisors currently working at Athena Advisor Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.