Your wealth is more than just your money. Your financial decisions significantly affect your freedom, loved ones, your health, and your well-being. Those decisions also represent who you are, or who you wish to become. Experience a unique planning process with our team. We help you plan and manage every area of your finances on an ongoing basis. Our services are most appropriate for households with at least $250,000 of net worth. Advisory Services offered through Athena Advisor Services LLC, A Registered Investment Advisor