Built on a foundation of quiet confidence
Agathos Financial Services LLC was founded on a simple principle: financial clarity should be accessible to everyone. We believe that understanding your financial activities shouldn't require decoding complex jargon or navigating confusing processes.
To bring clarity, organization, and confidence to your financial activities
We serve individuals and small businesses who want professional support for their financial activity organization without the confusion of complex industry language. Our name, Agathos, comes from the Greek word meaning "good" or "noble"—reflecting our commitment to ethical, client-centered service.
The principles that guide us
Clarity
We cut through complexity to provide clear, understandable information about your financial activities.
Integrity
We operate with honesty and transparency in every interaction, never overstating what we offer.
Discipline
Our structured processes ensure consistent, reliable support for all our clients.
Client Focus
Your needs guide our approach. We listen first, then tailor our support accordingly.
What clients can expect
When you work with Agathos Financial Services, you can expect a professional, organized, and transparent experience from the first conversation to ongoing support.
The quiet confidence philosophy
Agathos Financial Services was established with a belief that financial support should be accessible, understandable, and delivered with integrity. Based in Delray Beach, Florida, we serve clients who value clarity over complexity and substance over flash.
Our "Quiet Confidence" philosophy means we let our work speak for itself. We don't make bold promises or guarantee outcomes. Instead, we focus on providing structured, professional support that helps you understand and organize your financial activities.
Every engagement begins with listening. We take time to understand your specific situation before recommending any services. If we believe another professional would better serve your needs, we'll say so honestly and help connect you with appropriate resources.
Transparency & Ethics
We're honest about what we do and don't do. Our services fall under NAICS 523999 (Miscellaneous Financial Investment Activities). We provide organizational, documentation, and coordination support for financial activities.
We do not provide investment advice, tax preparation, legal counsel, or any services that require SEC, FINRA, or other regulatory registration unless explicitly stated. When you need these services, we'll help connect you with qualified professionals.
We believe in informed decisions. We'll always be clear about the scope of our services, any limitations, and what you can realistically expect from working with us.
Ready to experience the Agathos approach?
Start with a conversation. We'll listen to your needs and honestly assess how we might help.