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This is your vision, your wealth, your life – we’ll guide, you decide.

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.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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  • “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


Thank you!