About Us

^{About Us}Assisting You
Since 2014

Our office founded in 2014 with the straightforward purpose of protecting families. We started with life insurance because we understood what happens when families aren't prepared for the unexpected. That foundation still guides everything we do today.

Our work has grown beyond protection into comprehensive financial planning, but our focus remains the same. We help business owners and families build wealth, preserve what they've created, and help them develop strategies that provide stability long-term. We listen to understand your specific situation, then create flexible plans that adapt as your life changes.

Our Approach

We don't believe in one-size-fits-all financial advice. Every family has different needs, different goals, different circumstances. We take time to understand where you are and where you want to be. Then, we figure out the right investments, insurance, and tax strategies for your situation.
Integrity, honesty, and empathy guide how we work with clients. We are here to help you make informed decisions. Strategic planning means thinking long-term, adjusting when necessary, and keeping your family's financial well-being at the center of every recommendation.

Supporting Educators and Business Owners

We have deep experience working with educators. Teachers, administrators, and education professionals face unique financial challenges, from pension systems to summer income gaps. We understand those complexities and help educators navigate their options with clarity.
We also work extensively with business owners and families at various stages of building and preserving wealth. Whether you're just starting out or preparing for retirement, we're here to help you figure out what comes next.

Continuous Learning

The financial industry changes constantly. Regulations shift, markets evolve, new strategies emerge. We're committed to ongoing education, so we can provide the best possible guidance. Our team continues advanced training and professional development because our clients deserve advisors who stay current and informed.

Why Athena

Equitable Advisors company logo features Athena, the Greek goddess of wisdom and protection. She was known for strategic thinking, for defending what mattered, for guiding others through challenges. She was chosen because she represents what we do for families: protect what you've built, plan strategically for the future, and stand with you when decisions feel overwhelming. Founded on the principle of protecting families with life insurance, Athena reminds us every day why that work matters.

^{collwhat makes us different}We collaborate Together.

We help business owners and families build wealth, preserve wealth and save on taxes through tax efficient investing, so they can be financially secure long-term. We help you figure out the right investments and insurance for your situation, so you can create piece of mind financially. We work with business owners and families to have money ready when they need and want it.

^{meet your team}Our people are our greatest asset

Laura B. Wolfrom

Financial Advisor and Credentialed Holistic Financial Coach

Growing up in West Chester, Pennsylvania, my small-town upbringing shapes how I view community and connection, values that continue guiding our practice. My path to financial services began helping my father, an Equitable Advisor for...

Meredith-Joy Petersheim

Practice Manager

I have spent twenty years in higher education, teaching at several institutions, including Clemson University and Winthrop University, while researching political economy and international institutions. I earned my BA with a dual major...

^{our process}We strive for excellence
as much as you do

Step 1: Discovery Meeting

We listen to your goals, understand your current situation, and identify what matters most to your family's future.

Step 2: Strategy Session

Based on what we learn, we create a customized plan with specific steps designed around your unique needs.

Step 3: Regular Reviews

Your life changes and your plan should too. We schedule ongoing meetings to adjust strategies as circumstances evolve.

^{Contact Us}get started

We'd love to hear about where you are and where you want to be. Schedule a meeting with us and let us figure out the right financial strategy for you and your family.

Schedule a meeting