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Our Services

Our financial plans and services are tailored to help meet your unique needs and goals.

Our Firm

As a family-owned firm, we believe in building relationships with our clients that last for years.

Our Team

Our team has decades of experience to help guide you through major financial decisions.

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 Antos

Jeffrey M. Antos

President & Senior Wealth Manager | CPA, CFP®

Timothy Antos

Timothy M. Antos

Vice President | CPA

Matthew Antos

Matthew J. Antos

Wealth Management Advisor

Melanie Osborne

Melanie Osborne

Registered Representative

Allie Hernandez

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. 

Our approach

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.

Schedule a free consultation

Tax-Centered Approach to Financial Planning

Visit our Accounting & Payroll website

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."