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

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

Athena Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with financial planning, investment consultation, and investment management, and also offers life insurance products and educational workshops. Its planning work covers cash flow and budgeting, retirement and education funding, estate and small-business planning, and includes specialized topics such as military and federal benefits. The firm’s investment approach emphasizes Modern Portfolio Theory, favoring low‑cost ETFs and index funds, diversified allocations that include low‑correlated assets, and fundamental analysis to define long‑term strategies; an investment policy statement is typically used to document objectives and constraints. Periodic portfolio reviews are performed and the firm provides implementation support and ongoing investment consultation while encouraging clients to retain discretion over specific implementation choices. Noteworthy for an independent adviser of this size, the firm also acts as an independent insurance agent and discloses that it receives commissions from an insurance partner when insurance products are sold, and it occasionally participates in direct investments through certain state 529 plans (including Virginia and Ohio plans) for which it may receive commissions. The firm also offers public educational workshops and maintains an affiliated real‑estate advisory relationship that is involved in private placements for accredited investors, with disclosures and safeguards in place to address potential conflicts.

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

Name	Location	Years of experience
Roland Ortiz	Murrieta, CA	8

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