Broker Check

Athlos Wealth Counsel 

A technology driven journey to financial freedom

Financial Planning

Goal-based comprehensive plans that provide a framework for making optimal financial decisions as your life evolves. 

Start Your Plan

Investment Management

Low-cost, evidence-based investing.  Portfolios are implemented with index funds with a strategic allocation design. 

Discover Your Risk Posture

Tax Planning

Integrated tax preparation is seamlessly delivered through a coordinated team of financial professionals as a part of the planning process.

Analyze Your Return

Estate Desing

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Flat Fee Structure

Financial Planning

Financial Planning

Investment Management

Investment Management

Tax Preparation

Tax Preparation

Our Value To You

Financial Planning

Financial Planning

Investment Management

Investment Management

Tax Preparation

Tax Preparation