A complete list of active advisors currently associated with Athena Wealth Management, LLC

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

Athena Wealth Management advises individuals (including high-net-worth clients), trusts, estates, charitable organizations, and various business entities, providing discretionary portfolio and asset management as well as standalone financial planning and consulting. The firm generally charges percentage-of-AUM fees for portfolio services and offers planning on hourly or flat-fee arrangements. The firm describes a multi-disciplinary investment process that uses asset-allocation frameworks alongside fundamental, technical, quantitative, qualitative, sector and cyclical analysis, and applies duration constraints for fixed-income exposure. It also discloses the use of derivatives (including options) and borrowing/margin in separately managed accounts and accesses third-party strategist models (via platforms such as Orion), indicating a readiness to employ leverage and more complex instruments when appropriate. Noteworthy distinctions from many peers include operating five offices while managing roughly $174 million for about 144 clients, an uncommon office footprint for a firm of this size, and an affiliation with an accounting/tax-preparation entity (Advisor Tax Services, LLC) through which tax services may be offered or coordinated. The brochure also discloses representatives’ securities and insurance registrations and the firm’s ability to recommend structured products, private credit/equity, and fee-based variable annuities, with stated mitigation measures for related conflicts of interest.

To learn more about the advisors currently working at Athena Wealth Management, 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.