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Elevate your trading with the innovative tools, premium insights, robust education, and dedicated specialists of
Athena Equity Trading Services

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Management
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Dedicated Financial Advice
Personal Planning

Personal Planning

We offer clients the option of a high-touch relationship to help you meet your financial goals. A Athena EquitiesFinancial Consultant can help you determine the right solution for you, based on your needs.


Interactive Planning

Plan for retirement, college and more. Connect your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.), and find out if you're on track to meet your goals. Start the online planning tool with no obligation, and create a view of your financial future


Access to a Professional

Planning Consultant who is a Certified Financial Planner professional. During the appointment, you'll fine-tune your plan, get recommendations for a diversified portfolio, and come away with an Action Plan to get you on track toward your goals.


unlimited professional guidance

Our advisers will monitor your portfolio daily, automatically rebalancing it as needed, to help keep you diversified and on track. You can revisit your plan anytime, and will have access to a professional when you need it.


Top questions from investors:
  • Why is Financial Planning important?

    At Athena Equities, we believe every investor deserves a financial plan as unique as they are. Between saving for retirement, kids' college educations, large purchases, and home improvement it's easy to feel pulled in many directions. A comprehensive financial plan will take into account your entire financial picture and can act as a map for how you might go about creating and reaching your financial goals. Having a plan can help you be more confident that you are prepared to weather the ups and downs along the way.

  • Who are the Athena Equities Advisory Planning Consultants?

    Planning Consultants are Certified Financial Planner professionals who will meet with you after you complete the online planning tool and will provide personalized guidance and portfolio recommendations, plus a detailed Action Plan outlining the steps to take in pursuit of your financial goals. They are not paid on commission.

  • Will I meet with the same Planning Consultant every time?

    While we can't guarantee you'll meet with the same Planning Consultant each time, rest assured every member of the team is a Certified Financial Planner professional. We'll have all of your information at the ready, making it easy to pick up where you left off in your last appointment.

  • What does Financial Planning include?

    A comprehensive financial plan is like having a roadmap to help with your financial goals. It takes into account all aspects of your financial life income, expenses, investments, college savings, retirement planning, and more. Athena Equities Intelligent Advisory is unique in that it combines personal guidance from a Planning Consultant, who is a Certified Financial Planner professional, with our online planning tool.

  • Is there any commitment or fee associated with the appointment with a Planning Consultant?

    No. There is no commitment or fee whatsoever, nor will the appointment be a sales pitch. The appointment is your opportunity to fine tune your plan with the guidance of a Planning Consultant who is a Certified Financial Planner professional and receive recommendations for a diversified portfolio to help you reach your goals.

  • Does Athena Equities offer a guarantee?

    We believe every investor deserves to work with a firm they can count on. At Athena Equities, our commitment to you is backed by a satisfaction guarantee. If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right. You won't find that kind of promise everywhere. But you will find it here.

  • How can I be sure my information will be secure and kept private?

    We take your security and privacy seriously. When you interact with our website, we use a number of safeguards to protect your information. We continuously monitor our systems, and we work with government agencies, law enforcement and other financial services firms to address potential threats. Our sites also use multilayered protections beyond login name and password before granting access to an account.





Take the next step.

We offer clients the option of a high-touch relationship to help you meet your financial goals. A Athena EquitiesFinancial Consultant can help you determine the right solution for you, based on your needs.
Open and Account with us now!


There are certain eligibility requirements for working with a dedicated Financial Consultant.

Please read the Athena Equity Intelligent Portfolios Disclosure Brochures for important information, pricing, and disclosures relating to Athena Equity Intelligent Portfolios.

There is no advisory fee or commissions charged for the Athena Equity Intelligent Portfolios Program. Investors do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Athena Equity Bank. Our affiliated bank earns income on the deposits, and earns more the larger the cash allocation is. The lower the interest rate Athena Equity Bank pays on the cash, the lower the yield. Some cash alternatives outside of Athena Equity Intelligent Portfolios pay a higher yield. Deposits held at Athena Equity Bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Athena Equity Intelligent Portfolios invests in Athena Equity ETFs. A Athena Equity affiliate, Athena Equity Investment Management, receives management fees on those ETFs. Athena Equity Intelligent Portfolios also invests in third party ETFs. Athena Equity receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Athena Equity and its affiliates receive are detailed in the Athena Equity Intelligent Portfolios disclosure brochures.

Athena Equity Intelligent Portfolios is made available through Athena Equity & Co., Inc. ("ATEQ") a dually-registered investment adviser and broker dealer. Portfolio management services are provided by Athena Equity Investment Advisory, Inc. ("ATEQIA"). Athena Equity and ATEQIA are affiliates and subsidiaries of The Athena EquityCorporation.

Please read the Athena Equity Intelligent Advisory disclosure brochure for important information about this program.

Athena Equity Intelligent Advisory is made available through Athena Equity& Co., Inc. (“ATEQ”), a dually registered investment advisor and broker-dealer. Portfolio management services for Athena Equity Intelligent Portfolios® are provided by Athena Equity Investment Advisory, Inc. (“ATEQIA”), a registered investment advisor. ATEQIA and Athena Equity are subsidiaries of the Athena Equity Corporation.

Athena Equity Intelligent Advisory charges no commissions or account service fees. Athena Equity affiliates do earn more revenue from the underlying assets in Athena Equity Intelligent Portfolios accounts. The revenue comes from managing Athena Equity ETFs and providing services relating to certain third party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.

The Managed Account Select program is sponsored by ATEQ. Please read the Athena Equity Managed Account Services™ Disclosure Brochure for important information and disclosures. In addition, please read the participating manager's disclosure brochure, including any supplements, for important information and disclosures. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Services may vary depending on which money manager you choose and are subject to a money manager's acceptance of the account.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.

Please read ATEQ’s SMP Disclosure Brochure for important information and disclosures relating to Athena Equity Managed Portfolios.

Portfolio management for Athena Equity Managed Portfolios is provided by Athena Equity Investment Advisory, Inc. ("ATEQIA"), an affiliate of Athena Equity and Co., Inc. ("ATEQ").

Please read the Athena Equity Private Client and the Athena Equity Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about SPC. Portfolio management for SPC is provided by Athena Equity Private Client Investment Advisory, Inc., a registered investment advisor and an affiliate of ATEQ.

Athena Equity Advisor Network member advisors are independent and are not employees or agents of ATEQ. Athena Equity prescreens advisors and checks their experience and credentials against criteria Athena Equity sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of ATEQ. Advisors pay fees to Athena Equity in connection with referrals. ATEQ does not supervise advisors and does not prepare, verify, or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him or her. Investors, not ATEQ, are responsible for monitoring and evaluating an advisor’s service, performance, and account transactions. Services may vary depending on which advisor an investor chooses.

Satisfaction Guarantee

If you are not completely satisfied for any reason, at your request Athena Equity & Co., Inc. (“ATEQ”), Athena Equity Bank ("Athena Equity Bank"), or another Athena Equity affiliate, will refund any eligible fee related to your concern within the timeframes described below. Two kinds of “Fees” are eligible for this guarantee: (1) asset‐based “Program Fees” for the Athena Equity Private Client (“SPC”), Athena Equity Managed Portfolios (“SMP”), Athena Equity Intelligent Advisory (“SIA”), and Managed Account Connection (“Connection”) investment advisory services sponsored by Athena Equity (together, the “Participating Services”); and (2) commissions and fees listed in the Athena Equity Pricing Guide for Individual Investors and the Athena Equity Bank Deposit Account Pricing Guide (together, "Account Fees"). Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged.

Program Fees are calculated as a percentage of eligible assets in Participating Service accounts. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by Athena Equity Investment Advisory, Inc., an affiliate of ATEQ. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Athena Equity or managed by ATEQ‐affiliated advisors outside of the SPC, SMP, SIA and Connection services.

The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Athena Equity reserves the right to change or terminate the guarantee at any time.