Multi-generation family having fun together outdoors
Multi-generation family having fun together outdoors
Multi-generation family having fun together outdoors
Multi-generation family having fun together outdoors

Welcome to Atherton Wealth Advisors

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?

Why we are different.

  • Continual Improvement

    We believe that having the skills, knowledge and expertise is necessary to assist each client with appropriate solutions to help them reach their financial goals and objectives.

  • Partnership

    Beyond just a relationship, partnership means true collaboration and alignment.  By partnering with each other and our clients, we create an environment where each member is truly part of our family.  We care about your success in the same way we care about our own.

  • Integrity

    Integrity means the ability to earn trust and to be worthy of that trust.  Once gained, our personal and professional integrity is what ensures that we hold true and retain that trust indefinitely.

  • Empower

    Empowering clients through confidence; like laughter and joy, we believe confidence is contagious.  By instilling confidence, we enhance our clients’ lives.  Our process involves getting to know our clients, their families, their hopes, dreams and goals.

Learn More About Financial Planning

Understanding the difference between a Certified Financial Planner and a Financial Advisor is just as important as deciding what school your child will attend. Learn why a CFP with an advanced education is important for your financial future.