Every life,
held whole.

Money management,
legal navigation, and
care coordination, in one
whole-picture practice.

Longevity has changed; the systems around it have not. People live decades longer than the medical, legal, and financial systems were built to handle, and those systems do not speak to one another. Somewhere in the middle is a person, trying to live well.

No piece exists alone. A life is not three separate challenges. We hold money management, legal navigation, and care coordination as one practice, because the right decisions come from seeing the whole shape of a particular life.

Built on decades of doing the work. House by house, case by case, in gray areas where the right move is rarely obvious. We absorb what we can so families can stay families, and we do not leave until the work is done. A long life is a gift; confusion and complexity are not.

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Our Guiding Principles

Each case we take at Athena is unique, and each day presents its challenges and rewards. Our guiding principles keep us focused and ready for what is most important: providing the best possible services for our clients, whether in a limited role as a trustee or agent or providing comprehensive services through a guardianship. Our clients are why we do this work, and they remain our North Star day-to-day at Athena.

The wisest time
to engage us
is now.

The decisions that shape late life are easier to make before it arrives. Working with us early means making them with a clear head, in a quiet room, on your own terms, with your independence fully intact.

What We Do
Reservation of Services
Athena Advocacy


“I named the practice for Athena because she is more than a protector of the innocent. She is strategic, wise, and steady, and I thought of the people I had met in the homes I went into when I was an investigator for the State of Vermont Adult Protective Services, the ones whose lives no system was actually built to hold. Someone needed to stand for them with all of that. That's what we do every day.”
Victoria Lloyd
Founder and Principal


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