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.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
07/13/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

How literate are you when it comes to your finances? Brush up with these five basics.
07/10/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
07/08/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
07/06/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
07/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
07/01/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
06/29/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
06/26/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
06/24/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

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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