FRIENDLY.
POSITIVE.
FUN.
The journey began back in 2010 with a focus on tax planning/preparation and investment management, evolving to include financial planning, small business services, and insurance solutions. Our vision to create a convenient and comprehensive resource for all financial needs drove this evolution. This inspiration came from founder Chris Schipske, who is uniquely qualified as a Certified Public Accountant and a Certified Financial Planner®.
He recognized that a clear financial picture and plan for the future requires a multifaceted approach, and soon others joined him, with each bringing years of experience in their respective fields. Today, Athlon Advisors has grown to a team of over 20 associates across multiple states.
We love what we do and thrive on working as a team — and our clients feel that. We believe in making the process fun and engaging, so that our clients find working with us to be enjoyable and rewarding. Every aspect of their financial health is top of mind for us, so that they can put their minds at ease and get on with the joys of life.
What Can We Do For You?
Services by Athlon Advisors
Financial Planning
What makes our financial planning services so different is our ability to coordinate them with our in-house team of tax professionals and insurance services providers. This provides a unique insight to the plans we design. That means a more comprehensive strategy for growing and protecting your wealth. We welcome investors of all ages and investment experience.
Investment Management
Unlike some of the large brokerage houses that take a lazy approach and tell you to “just hold on,” we take a more prudently active approach. As fee-based professionals, our interests are aligned with yours by charging a percentage of your assets that we manage. If your account value increases, we’re both happy. If your account goes down, our team earns less. Simply put, when you win, we win.
Tax & Bookkeeping Services
There’s so much more to taxes than just filing an annual tax return. We work with clients to uncover planning solutions that could reduce their tax liability for years to come — and for their beneficiaries. Don’t leave your tax preparation to just anyone! This division of Athlon Advisors also provides business owners with the related tax, bookkeeping, and payroll needs that are unique to them.
Insurance Services
The most important thing here? That you’re a person with unique needs, not someone on the other side of an online form. We’ll talk about the types of insurances that will protect you, your family and, if applicable, your business. As independent insurance brokers, we can offer insurance products from a wide range of companies.
Small Business Services
When you’re a business owner, your financial planning, insurance and tax needs are different. We combine all of our services to be the ultimate resource for the personal and professional aspects of your financial outlook. These services also include bookkeeping, payroll, preparation of 1099-MISC, 1099-DIV and 1099-INT forms, and a lot more.
OSJ Services
Wait until you see what we can do for financial professionals. Of course you will get the compliance, guidance and oversight that FINRA requires — but as a Branch Builder OSJ, we also provide optional support services that help you grow your business: training, marketing support, administrative support services, transition assistance … and others.
Stay In Touch