Press Room 

Female Owned, Fiduciary and Fully Independent

September 23, 2016

 The Athena Financial Group, has become a fully independent advisory firm.  Gaining our independent status was a demanding venture and we are excited to celebrate the results.


This makes us one of the largest female owned investment advisory firms in the state of Michigan.


We can now act as fiduciaries to our clients in all we do. While many advisers panicked over the recent Department of Labor ruling (requiring advisers of retirement accounts to be legally bound to act in best interest of their clients), at the Athena Financial Group we welcomed legislation that would protect consumers and wanted to extend that fiduciary protection to all of our actions. 

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705 Barclay Circle,  Suite 125 Rochester Hills,  MI 48307  |   248-453-5252

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

The Athena Financial Group is part of the Arrowroot Family Office.

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