Main Office: 650.377.4108
1510 Fashion Island Blvd. Ste. 210
San Mateo, CA 94404
At Athena Wealth Strategies, we consider ourselves strategists and partner with our clients to turn goals into intelligent actions. We focus not only on thorough, detailed, and objective analysis to help determine the best course of action, but also on working with our clients to understand their choices and priorities so they can feel empowered rather than intimidated when it comes to their finances.
In today’s world, you face a complex set of money and wealth management issues – not only making sure you have enough to retire, but handling mortgage, student loan, and other debt; complex employee benefit and healthcare options; and making sure that you and your family are prepared for the unexpected. As your partner in the process, we help you understand and define these and other goals, putting a road-map in place designed to achieve them.
Our advice-based planning process starts with building the foundation to your financial plan based on your values, concerns, and goals. Knowing who you are and your personal values is important to your financial plan and the approach we take with developing your financial plan. Building a plan for you that is based on what your values are allows us to provide you the best guidance and allow you to truly implement strategies that aligned with your goals.
Ultimately, what sets us apart, in addition to our advice-based planning process, includes our commitment to you and our integrity, years of accumulated wisdom, ability to deliver guidance in clear terms, and our strategic analytical thinking and approach that results in a best fit road map unique to your personal circumstances.
At Athena Wealth Strategies, everything begins with our commitment to our clients. First and foremost, we are dedicated to providing you with objective, knowledgeable advice that helps you take control of your financial situation to achieve the goals that matter to you. All Athena Wealth Strategies planners share the following core commitments, and our goal is to:
Independent, individualized advice with a focus on long term goals and being there with you to realize them: this is the Athena Wealth Strategies commitment.
It is easy to get overwhelmed with the changing landscape and alphabet soup of the financial world. While we are committed to remaining current on new and anticipated changes, it is our experience that allows us to turn this industry and research knowledge into wisdom and insight, which enables us to discern what is true, right, or lasting. Our team brings the perspective gained by 70 years of combined experience in the investment industry.
We know what questions to ask, and how to find the answers. We use this approach to study and analyze your ‘big picture’ and to create a plan that meets your needs.
A compass can tell you which direction to go and a GPS gives you possible routes to get there. At Athena Wealth Strategies, our goal is to provide the financial and economic guidance so you know the best way to reach your destination. We focus on you and your needs – not just your financial situation, but your overall priorities and life goals. We don’t rely on a questionnaire or a formula. We work with you individually to understand what you want and need, and we provide clarity about what can be achieved, and how. Our team specializes in:
As part of your decision-making team, we serve as a resource and sounding board as you face important decision points in your life.
Strategy is our strength and the cornerstone of our firm.
When you meet with us, you are not talking with a sales person. You are talking with a strategic, analytical partner who is going to guide you toward the best financial solutions for you and your family -- in the near term and the long term. Consider these questions, which we often hear from our clients:
The answers to these questions vary, based on your situation. We will work with you find out what best suits yours, based on your risk tolerance, economic circumstances and life goals.
Commitment, wisdom, guidance and strategy – these are our core values and founding principles We live by them each and every day.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors.
CRN-5895892-082123
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200
