Financial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals. We understand these goals represent more than financial and investment returns, it is about living the life you’ve earned and sharing your wealth. The fiduciary standard, where your interest is paramount, is also the Apollon standard.
Apollon began with a vision founded on the principle of always doing what is best for our clients. For us, that means crafting purpose-built, personalized wealth management solutions tailored to each client’s unique situation and managed with the highest levels of financial acumen, integrity, transparency and access to our team.
Our mission is to enrich the lives of others through collaborative financial planning and guidance.
Cynthia Ochal is a Certified Financial Planner (CFP®) with over 30 years of experience in the financial advisory business. As an Apollon Wealth Management Advisor, she specializes in helping individuals and families achieve their financial goals through personalized, comprehensive planning. Cynthia is passionate about educating clients on all aspects of their financial lives and empowering them to make informed decisions. She takes a holistic approach to financial planning, taking into account clients’ unique circumstances, values, and goals to develop a customized plan that meets their needs. With a focus on retirement planning, tax planning, and investment management, Cynthia and her team work closely with clients to develop strategies that can help them achieve financial security and peace of mind. She is committed to ongoing education and staying up-to-date on the latest developments in financial planning and investment management. Cynthia graduated from the University of South Florida with a degree in Business Administration, majoring in Finance. She earned her CFP® designation in 1998 and works in one of the Tampa offices of Apollon Wealth Management with her two sisters, Angie and Meredith. Cynthia has been a recipient of the Creative Loafing Best of The Bay Award for the category of Financial Adviser. When she’s not working with clients, Cynthia enjoys cooking, especially family dinners on Sunday, fishing, boating and reading. She enjoys giving back to her community and has been involved with several different foundations and charities in the Tampa Bay Area; two of her favorites were Chairing the MacDill AFB Chief’s Group Golf Tournament and being President of the Plant High School Academic Foundation. Cynthia lives in Tampa with her husband, Ron and looks forward to working with you to achieve your financial goals.
Expect personalized plans that reflect the fullness of your financial picture
Life-based financial planning that is orchestrated in an overarching plan
Our clients enjoy direct access to their Apollon team of advisors and managers
Our commitment to collaboration and transparency are enhanced with the convenience and capabilities of our online client platform.
Simply put, the fiduciary standard is the Apollon standard. Everything we do is guided by what is best for our clients
Our team relies on each other’s personal strengths to help people achieve the quality of life they envision. Feel free to reach out to us anytime. We are here to help.
At Apollon we have a team of experts that work together to provide the best client experience possible. Effective collaboration and coordination amongst our team allows us to provide comprehensive and personalized services to each client
Success in reaching your financial goals depends on the strength of your plan. At Apollon, we work with each client to build a roadmap engineered to lead you to success. A thoughtfully constructed financial plan takes a holistic view of wealth management and understands how each piece interacts with the others.
We work with you to write a roadmap engineered to lead you to success. It starts with building a comprehensive financial plan which acts as both a compass to keep you on your optimal path and a means for charting your progress. Once we have this financial plan in place, we work with you to evaluate specific areas of your financial picture including your investment strategy.
If your financial success is a result of already having an effective financial plan in place, we will offer you supplementary investment advisory services. In these circumstances, we work with your existing financial plan to help determine your best asset allocations. We’re always guided by what is best for our clients, it’s part of our fiduciary responsibility to you.
Creation and preservation of business value, liquidity planning with the greatest tax efficiency, and meeting business, ownership and family objectives upon eventual sale or transfer, all require careful planning. As with every client, our process with a business owner starts with a conversation for us to fully understand your goals and situation. This is the basis for a tailored action plan that we analyze and test to ensure it is right for you. The scope of our work depends on what you need and spans comprehensive owner exit strategies to specific initiatives such as performance-based incentive plans or business continuity and estate plans. By understanding what your business is worth today and what you need to achieve your goals, we can identify a gap for which we bring working strategies to promote business value, reduce risk and achieve greater tax efficiency.
Our Risk Management services provide you with the peace of mind that you are well-protected should the unexpected happen. As your partner, we work with you to identify your risk management needs for your family, business and estate as part of your holistic and comprehensive financial plan. We can then introduce you to partner services we’ve carefully selected to address your individual needs.
