FRIENDLY.
POSITIVE.
FUN.
If life is the competition, retirement is the prize!
Athlon / Origin (Greek): To compete long-term for a prize
Athlon Stands Apart
What makes us stand out in the field of financial services, in addition to our expertise? We’re fun! We’re friendly! We’re passionate! You’ll feel it when you stop by or when we chat on the phone. We want you to be excited about talking to us and getting your financial objectives aligned. We’re still serious about what we’re managing behind the scenes, and we have decades of experience to back it up. Let us take away your stress and replace it with positive thoughts about what your future may hold.
Are You the Ideal Client?
Who you are as a person is much more important to us than your age or the size of your portfolio. Some of our clients are new to investing and others are near retirement and looking to protect what they have. What matters to us is that you have a positive attitude like our investment managers do and that you are excited about our ability to handle investment management and financial planning on your behalf.
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
We take a prudently active approach to investment management. 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.
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