Our Services

Financial Services. Financial Strategies.

Athens Investment Center was founded with one goal in mind:

Striving to Provide Practical Financial Guidance for Real People.

This means, we do not spend time trying to design complicated call/put options strategies or chasing the newest or hottest penny stock idea. Instead, we choose to concentrate our efforts on practical, easy to understand financial strategies for the people of "main street" not "wall street." We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor the plan regularly to help you stay on track.

Our services and strategies include:

  • Investment Portfolio Management
  • Retirement Planning
  • 401k, 403b, and profit sharing/pension rollovers
  • Estate Planning
  • Education Funding
  • Risk Management
  • Tax Planning
  • Charitable Gifting & Legacy Planning


Fee Based Advisory Accounts



Mutual Funds


Structured Products

Traditional IRAs

SEP & Simple IRAs

Brokerage Accounts


Financial Planning

Advisory Services

Retirement Plans

Tax Strategies

401K Planning

College Plans

Estate and Wealth Transfer Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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