How does the advisor help clients – Key Takeaways:
Athena Advisor Services, LLC is a financial advisory firm dedicated to providing top-notch financial services to its clients. With a team of expert advisors and a wealth of experience, Athena Advisor Services, LLC prides itself on offering personalized and comprehensive financial solutions to individuals, families, and businesses.
Here are some key takeaways on how Athena Advisor Services, LLC helps clients:
- Offers a wide range of financial services to address various needs and goals
- Provides personalized and customized solutions based on each client’s unique financial situation
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Employs a team of experienced and knowledgeable advisors to guide clients every step of the way
- Prioritizes client education and empowerment in making financial decisions
Facts and Insights
Founded in 2005, Athena Advisor Services, LLC has been in business for over 16 years, serving clients with integrity and expertise. The firm has over $500 million in assets under management and a team of 12 advisors, each bringing a unique skillset and perspective to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 12 | 16+ years |
Financial Services Offered
Athena Advisor Services, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Financial planning
- Investment management
- Estate planning and trust services
- Tax planning and preparation
- Retirement planning
- Insurance planning
Client Types
Athena Advisor Services, LLC serves a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Executives and business owners
- Pre-retirees and retirees
- Small business owners
Fees & Compensation
Athena Advisor Services, LLC is a fee-only firm, meaning they are compensated solely by the fees paid by clients. This eliminates conflicts of interest and ensures that the firm’s recommendations are always in the best interest of the client.
Background
Athena Advisor Services, LLC was founded with the goal of providing personalized and comprehensive financial services to clients. The firm’s team of advisors are highly skilled and experienced, with a combined total of over 100 years in the financial industry. They are committed to building long-term relationships with clients and helping them achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Athena Advisor Services, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They do not have any disclosures or disciplinary actions, and their advisors do not receive commissions for recommending certain products or services.