Atherean Wealth Management is a registered investment advisory firm which was founded in Jersey City, NJ in 2014 to help individuals, families and small businesses achieve their financial goals. We are a fiduciary, which means that we have a legal obligation to act in the best interest of our clients at all times.
As a fully independent, fee-only firm, we do not accept commissions or receive compensation related to the sale of financial products. Our compensation comes solely in the form of fees from our clients. Our advisers are highly experienced certified financial planner professionals who hold advanced degrees in rigorous fields of study.
As a fully independent, fee-only firm, we do not accept commissions or receive compensation related to the sale of financial products. Our compensation comes solely in the form of fees from our clients. Our advisers are highly experienced certified financial planner professionals who hold advanced degrees in rigorous fields of study.
Services
We use a hybrid approach where we invest in both indexes via ETFs and in individual stocks. We spend a significant amount of time researching and following the companies in which we invest. We prefer companies with little to no debt and solid and consistent cash flows, and we prefer management teams who allocate capital wisely and boards who have shareholder friendly policies.
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