About

Atherean Wealth Management is a research-focused, value-oriented asset manager and financial and tax planning firm which was founded in 2014 to help individuals, families and small businesses achieve their financial goals. As a fully independent, fee-only firm, we do not accept commissions or receive compensation related to the sale of financial products. Our compensation comes solely in the form of fees from our clients. Our portfolio managers are highly experienced chartered financial analysts who invest a substantial portion of their personal assets in the same manner in which they invest our client assets. If you are interested in learning more about our services, we invite you to set up a brief consultation.