Founded in 2008 by Katherine Forrester Schneewind, Athena Wealth Strategies is a registered investment adviser that operates under a fiduciary standard. The firm focuses on providing personalized and comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. They emphasize a disciplined, long-term investment approach and build customized portfolios tailored to the individual goals and risk tolerance of their clients, who primarily consist of individuals, families, and trusts.

Founded in

United States