Retirement Planning, Made Clear
We’ll map the full picture, stress-test the plan, and give you clear next steps.
Retirement Planning
A clear answer to “Am I okay?”
We map your full picture, stress-test the plan, and turn it into clear next steps.
What we do
Three ways we help people get clarity.
Wealth Management
Actively managed, long-term portfolios.
For people who want a disciplined strategy, ongoing oversight, and fewer moving parts.
Employer Plans
Fiduciary-focused plan support.
Investment oversight, plan design guidance, and better education for employees.
Our approach
We built Athos around a simple idea: good retirement planning should feel clear and actionable, not overwhelming.
We take a full-picture approach that includes income, spending, taxes, Social Security, healthcare, and investments.
When investments are part of the plan, we use a disciplined, diversified approach focused on risk management and long-term resilience, including alternatives when they fit.
We’re not trying to predict the future. We’re just building something that still makes sense when life changes.
Get in touch
Interested in working together?
Share a little about what you’re looking for and I’ll be in touch personally.
