Retire with Confidence
Is financial uncertainty keeping you from retirement? We can help you find the confidence you need to retire comfortably, through a customized financial plan.
A Long-Term Partner You Can Trust
At Antos Wealth Advisors, we specialize in developing long-term, trusted relationships with our clients, so we can guide you through major financial decisions year after year.
Tailored Financial Services for Your Needs
Everyone’s financial goals and personal needs are different. That’s why we tailor our financial plans and services to each of our clients—helping you meet your goals faster.
Professional, Comprehensive Financial Planning
For many people, financial planning means budgeting, saving, and perhaps making some investments. While these are all certainly part of a financial plan, these efforts often fail to look at your financial picture as a whole. At Antos Wealth Advisors, we specialize in comprehensive financial planning, analyzing your debts and assets, risk tolerance, lifestyle, goals, tax situation, and many other factors that influence your long-term financial outlook.
By looking at the bigger picture of your finances, we can build a detailed, customized financial plan that’s better suited to helping you reach your financial goals. If you’re ready to take control of your finances—and your future—contact Antos Wealth Advisors today to begin building your custom financial plan.
Our Wealth Management Professionals
Jeffrey M. Antos
President & Senior Wealth Manager | CPA, CFP®
Timothy M. Antos
Vice President | CPA
Matthew J. Antos
Wealth Management Advisor
Melanie Osborne
Registered Representative
Allie Hernandez
Client Service Associate
How You Invest Matters
Reacting to market fluctuations can hurt your overall investment performance. We follow a disciplined approach to investing.
Schedule Your Initial Consultation
How secure do you feel in your financial future? Do you think you’ll be able to retire when you want to? Are you concerned about outliving your money? Do you worry about what a downturn in the market can do to your retirement plans? Schedule an initial consultation with our wealth advisors today, and we can help you put those fears to rest.
Tax-Centered Approach to Financial Planning
Antos Wealth Advisors is a full-service tax and wealth management firm.
Our history as a tax firm gives us a unique ability to incorporate tax planning into all of our financial planning services, providing a more complete picture of your finances.
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How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."