About Athena Wealth Strategies

Athena Wealth Strategies was founded to offer a different kind of financial experience—one grounded in education, trust, and a deep respect for the lives behind the numbers.

We believe financial planning should feel thoughtful, transparent, and aligned with what matters most to you.

Why We Exist

We saw how often people were asked to make important financial choices without clarity, context, or a true understanding of their options.

Athena Wealth Strategies was created to change that.

Helping individuals, families, and business owners move from uncertainty to understanding —so financial decisions feel intentional, informed, and aligned with your values.

Our Guiding Belief

At the heart of our firm is a belief in eudaimonia—the pursuit of one’s highest potential.

We view financial planning as a powerful tool for supporting a fulfilling life when it is approached with clarity and intention.

Education is central to how we work. We don’t believe in pressure or persuasion. We believe in thoughtful explanation, transparency, and giving you the understanding you need to make decisions with confidence.

How We Work

Athena Wealth Strategies takes a holistic, protection-first approach to financial planning. We integrate retirement planning, wealth management, tax strategy, and risk management into a cohesive framework designed to support your long-term goals.

Our process is intentionally structured and delivered through a blend of personal connection and secure digital meetings—allowing us to meet clients where they are, while maintaining the depth and care that strong relationships require.

Learn More About Our Process

A Thoughtful Place to Begin

If our philosophy resonates with you, we invite you to learn more about how we work and whether partnering together feels right.

Explore Our Process

Meet Our Team

What You Can Expect

When you work with Athena Wealth Strategies, you can expect:

✓ A thoughtful, education-centered experience
✓ Clear explanations and collaborative conversations
✓ A focus on risk management and long-term planning
✓ Guidance aligned with your values and priorities
✓ A relationship built on trust, transparency, and respect

Our role is to guide, educate, and support—so you never feel rushed, pressured, or left in the dark.

A financial advisor sits with a mature couple on a sofa, reviewing documents related to estate planning, life insurance, and retirement investments.

Rooted Locally, Designed to Meet You Where You Are

While Athena Wealth Strategies is based in Alabama, we proudly work with clients through secure, full-service digital meetings.

This approach allows us to serve individuals and families efficiently—without compromising personal connection or care.