Go Your Own Way
Learn More
This is your vision, your wealth, your life – we’ll guide, you decide.
At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management.
As a family owned business, we understand your family’s unique needs, dreams and goals for the future.
Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of financial stress so you can focus on the things that matter most to you. Our purpose is wealth management, what’s yours?
Check Out Our Video Rotator Below
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
A New Approach to Planning
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
WORDS WE LIVE BY
- “Planning is bringing the future into the present so that you can do something about it now.”
- Alan Lakein
- “Happiness is not a goal, it's a byproduct of a life well lived.”
- Eleanor Roosevelt
- “An investment in knowledge pays the best interest.”
- Benjamin Franklin
- “Don't fear failure, fear being in the exact same place next year as you are today.”
- Anonymous