About the Firm

Vision

Helping the community become more financially savvy-one relationship at a time.

Our Motto

One Team. One Vision.

Invested in our community.

Core Values

Integrity

Conducting ourselves and our business honestly and ethically

Teamwork

Utilizing our collective expertise to achieve common goals in an environment of respect and open communication

Commitment

Building success through dedication to our clients, colleagues, community and families

Excellence

Upholding our tradition of providing best in class services through the continuous development of our quality people

Innovation

Proactively seeking new ideas, alternatives and solutions in an ever-changing world

History

Founded in 1925 in Modesto, California, Atherton & Associates, LLP has grown from a local practice into a multi-office regional firm serving clients across California. Throughout its history, the firm has remained focused on technical integrity, thoughtful counsel, and long-term client relationships.

Today, Atherton & Associates is guided by an experienced leadership team and supported by dedicated professionals. Our continued growth reflects a deliberate approach—expanding our reach while maintaining the consistent level of service and professional standards our clients expect.