Striving to Provide Practical Financial Guidance for Real People.

Welcome to Athens Investment Center

Sean Ray

Founder/President - Athens Investment Center

LPL Financial Advisor

Phone:  903-264-6878  /  Email: sean.ray@lpl.com

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.

Voted Best Financial Advisor 2013-2018 (Athens Daily Review Readers Choice Awards)

Five Star Wealth Manager Award 2016, 2017, 2019

Recognized nationally in The Wall Street Journal, Forbes, and Texas Monthly Magazine

As Seen in the Wall Street Journal:

https://publications.fivestarprofessional.com/books/bdtj

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Who We Are

Who We Are

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

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What We Do

What We Do

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

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Why We Do It

Why We Do It

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

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How We Do It

How We Do It

Client-centric four step approach, focused on pursuing specific milestones that we create together.

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Always looking forward and planning ahead

Where Do You Want Your Financial Roadmap To Take You?

Where Do You Want Your Financial Roadmap To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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Education for You

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

sean.ray@lpl.com | 903-264-6878

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