Athens Investment Center

Athens Investment Center Our mission is to get to know and understand your needs, wants, and long-term goals. We understand the challenges families face today.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org, www.spic.org

Third-Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
09/09/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
09/07/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Your insurance needs don’t stay the same when the nest empties, but what changes?
09/04/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/02/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The question everyone has: Will Social Security be around for you? Read this.
08/31/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What should you look for in a personal finance app?
08/28/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

What does it actually cost to raise a child? You might be surprised.
08/26/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
08/24/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
08/21/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Address

100 W Tyler Street
Athens, TX
75751

Opening Hours

Monday 8:30am - 12pm
1pm - 5pm
Tuesday 8:30am - 12pm
1pm - 5pm
Wednesday 8:30am - 12pm
1pm - 5pm
Thursday 8:30am - 12pm
1pm - 5pm
Friday 8:30am - 12pm
1pm - 4pm

Telephone

+19032646878

Website

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