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FAQ: Our New Independent Status

Why are you making the change? We felt that with new regulations from the Department of Labor, advances in technology, and our desire to be 100% fiduciaries to our clients, with no conflicts anywhere, that moving to a full Registered Investment Advisory status (RIA) would be the best option for our clients and our practice. What is the Department of Labor and why are they involved in my retirement accounts? The DOL issues rules earlier this year about the standard which advisors who help clients with retirement accounts such as IRA’s and Roth IRAs would be held to. National studies have shown that many people were paying excessive fees in their accounts. This reduces the amount of money avai

Athena Financial Group Blog

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Advisory services offered through Athena Advisory Services, Inc. A Registered Investment Advisor. Tax Planning and Insurance Services offered through the Athena Financial Group.

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