The Athena Financial Group

Specialties

The Athena Group, Ltd., a financial services firm in southeast Michigan, addresses one’s need for financial education and personalized service in planning and implementing their own or their family’s investment strategy.

The Athena Group makes available financial products from many sources and strives to offer unbiased counsel. In addition, we offer tax preparation services– Alice P. Young, CPA, MST is our senior tax manager.

Securities and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/​SIPC. The Athena Group is not affiliated with Royal Alliance nor is it a broker dealer or registered investment advisor. Tax Preparation is offered through The Athena Financial Group.

History

Established in 2004.

The Athena Group was started in 2004 so that we could help individuals and businesses plan for their future.

Meet the Business Owner

Diane Y.

Business Owner

Diane began her financial advising career in the New York metropolitan area after graduating from State University of New York at Stony Brook. She headed up a broker/​dealer and insurance agency, in addition to running a successful planning practice. Before starting her own independent firm in Michigan, she was vice president of the Midwest Division of a global financial services company and focused on developing the women’s market.

Diane is also the author of «Owning Your Financial Success: A Savvy Women’s Guide To Financial Empowerment» a book designed to help women empower themselves and achieve financial success.