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Knowledge is Power

It’s also the foundation for intelligent, well-considered decisions. When you have large financial goals in sight like retirement, paying for education or wealth transfer, sound decisions are vital in helping you pursue your goals and avoiding costly mistakes. Don't do it on your own. Work with a fee-only financial advisor where our advice is not driven by commission tied to a product we sell.  Our advice is that of a fiduciary, held to the highest standard, and by definition required to put your interests above our own. And we do better only when you do.

Let that confidence and our attention to detail help take the mystery out of preparing for today and tomorrow. 

We look forward to working with you.


What's in a Name?

Many people ask what does Athene mean? Athene is the masculine version of Athena, who among other things is the Goddess of wisdom and courage. This resonated with me as I thought about what I try to instill in my clients. I want my clients to have the courage to know that they can do this, they can pursue their financial goals. I also want my clients to have the wisdom to feel that together we're making suitable financial decisions. 

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