Alliances

At Athena Wealth Strategies, we work as your advocate both to coordinate your financial strategy and to distill the world of information and resources in the financial marketplace. We team with many companies and professionals, researching the information they provide as well as their investment or insurance products, utilizing their legal and other experiencedstaff, and putting to work the information garnered to best serve our clients’ specific needs. In addition to our alliances with these and other large firms, we align ourselves with other experts locally such as CPAs, estate attorneys, and even other financial advisors. When you have a trusted professional you and your family have relied on, we work with them to make sure that your financial plan is coordinated according to your needs and goals.

Our World of Resources

Through our broker-dealer, Osaic FA (formerly Lincoln Financial Advisors), we have access to the resources of a large firm and the ability to use a world of established, trusted partner companies and investment options both within and outside of Osaic FA (formerly Lincoln Financial Advisors). We regularly research and review the options available and the decision of where to invest your money is always made with your needs and preferences in mind.

Experience and Insight

Having access to all these resources and knowing what to do with that information is where we come in. Our analytical ability and problem-solving skills, as well as our experience, allows us to weed through the thousands of articles and opinions, collect useful insights, and put it all together in a way that best serves our clients. Our knowledge library contains some of the information we have gathered and found to be particularly useful, with credit given to the writing firm or individual. We keep this library alive with both classics and new information.