As seen in
Detroit Five Star award winner

PROFESSIONAL PROFILE

Diane Young

President
The Athena Financial Group
705 Barclay Circle, Suite 125
Rochester Hills, MI 48307
Office: 2484535252
diane@theathenagrouponline.com
705 Barclay Circle

Professional Approach

Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm.  Over the span of her career she has led a successful financial planning practice and a broker/dealer insurance agency.  She left her office overlooking Times Square in 2000 to return to her home state of Michigan.   

 

Like Athena sprang from the head of Zeus, the Athena group sprang from the head of Diane.  Throughout her years in New York she gained an understanding of the shortcomings of large impersonal firms and wanted to create a practice that puts clients first.  After struggling to represent the female perspective in a male dominated industry Diane seized the opportunity to start from scratch and create a practice in tune with the needs of the modern woman.  The Athena Financial Group was established in 2004 and has grown to become the largest female independently owned RIA in the state.   

 

A natural teacher, her passion for education is tireless.  Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for corporations and organizations such as the Marriott Corp, Kraft Foods and Western Michigan University. She even published a book, Owning Your Financial Success: A Savvy Women's Guide to Financial Empowerment and writes a monthly column for Community Lifestyles. 

 

She has raised two amazing children with her husband Randy, who is Associate Dean of Math and Science at Macomb College. 

Click to access BrokerCheck

Financial Planning and investment advisory services offered through Athena Advisory Services, Inc., a registered investment advisor.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,105 Detroit area wealth managers were considered for the award; 284 (10 percent of candidates) were named 2020 Five Star Wealth Managers. 2019: 2,987 considered, 347 winners; 2018: 3,069 considered, 322 winners; 2017: 1,836 considered, 356 winners; 2016: 1,961 considered, 630 winners; 2015: 2,238 considered, 627 winners; 2014: 3,448 considered, 658 winners; 2013: 2,762 considered, 749 winners; 2012: 2,658 considered, 745 winners.