"It's not what you know, it's who you know"
Strategic Partnerships
With SierraEdge, you gain access to a network of nationally recognized companies and specialists, offering you exclusive insights and expertise. This unique partnership allows us to provide you with valuable knowledge that’s typically not available to individuals, giving you an edge in making informed financial decisions.
We’re here for what matters to you
New York Life Insurance Company
Founded in 1845, New York Life is one of the largest mutual life insurance companies in the United States, * meaning it's owned by its policyholders rather than shareholders, ** which allows for the policyowners to be eligible to share in annual dividends (dividends are not guaranteed). With the highest possible financial strength ratings from all four major credit rating agencies. *** New York Life offers a range of products including life insurance, annuities, retirement plans, long-term care insurance.
Through an affiliation with New York Life, Athena helps individuals, families, and organizations access comprehensive solutions from protection to essential financial services and provide long-term value and peace of mind.
*New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/4/24. For methodology, please see https://fortune.com/franchise-list-page/fortune-500-methodology-2024/
**New York Life Insurance Company is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policyowners who purchases its participating products. These policyowners share certain membership rights, such as voting in board of directors' elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.
***New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 10/04/2024.
Your goals are our goals.
NYLIFE Securities LLC
NYLIFE Securities offers individuals and businesses access to a broad range of investment solutions and brokerage services—all backed by the strength of New York Life. Whether you're looking to grow personal savings through high-interest savings accounts, prepare for education with 529 college funding plans, set aside funds for medical expenses with Health Savings Accounts (HSAs), or create a self-funded pension through annuities for guaranteed retirement income,* there are flexible options to support your financial goals.
For businesses and self-employed individuals, NYLIFE Securities also provides retirement planning tools, including SEP IRAs, Traditional and Roth IRAs, and SIMPLE IRAs—helping you build and preserve wealth with confidence.
*All guarantees are based on the claims-paying ability of the issuer.
More than investing. Invested.
NYLIFE Investments
With over $740 billion in assets under management,* NYLIFE Investments offers a global platform designed to support long-term financial success through trusted guidance and diverse solutions. Backed by the strength of New York Life, clients gain access to the MainStay Funds and a wide range of investment options—including Mutual Funds, ETFs, SMAs, Model Portfolios, and more—across asset classes like Equities, Fixed Income, Municipals, Alternatives, and Multi-Asset strategies. The platform is built to deliver timely insights, practical tools, and lasting value in any market environment.
*Assets under management (AUM) as of 12/31/2024 include the combined assets of the investment advisers within “New York Life Investments.” AUM figures may include non-discretionary assets and services not classified as Regulatory AUM under SEC Form ADV. AUM is reported in USD and converted at the spot rate where applicable. Totals avoid double-counting across affiliated advisers.
Wealth Strategies Tailored to Your Life.
Eagle Strategies LLC
Through Eagle Strategies, Athena offers fee-based financial planning, investment advisory services, and access to a variety of investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an investment adviser and operates as an indirect, wholly owned subsidiary of New York Life Insurance Company.
THE POSSIBILITIES ARE UNLIMITED.
MRW Financial Brokerage*
MRW Financial Brokerage is a privately owned general agency specializing in insurance solutions. Partnering with a wide range of carriers, MRW offers comprehensive support and access to products across life insurance, long-term care insurance, and annuities. This partnership strengthens our commitment to delivering objective, personalized strategies tailored to each client’s unique needs.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.
Your Choice · Your Protection · Your Difference
First Sierra Insurance Services*
Through a valued relationship with First Sierra, one of the leading senior market agencies on the West Coast, Athena connects seniors, individuals and businesses with trusted Medicare, final expense, and group health coverage from top-rated carriers.
Committed to service and cost conscience solutions, Athena helps make it easier to find solutions that manage healthcare costs and bring peace of mind throughout retirement and for business needs.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.