Dawn Campbell

Dawn Campbell

Wealth Management Advisor

Living the life you’ve earned

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.


Our Vision & Mission

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.

Bio

Dawn Campbell has been an executive in the financial services industry forover 25 years. She was the 1031Exchange Director at AEI Capital where she pioneered one of the first securitized 1031 exchange products in the United States. She was also Vice President of Private Capital for Inland Securities where she educated and advised financial professionals and their clients on 1031 exchange tax deferral strategies. She is a national expert on all aspects of IRC section 1031 and DST investment products. She was a founding member of TICA (now known as ADISA) and has raised over $600mm in capital for securitized 1031 exchange products.

Dawn has also guided investors in various wealth management strategies as a financial advisor for Bernstein Global Wealth and Merrill Lynch. She was honored by Finance and Commerce Magazine as a top woman in finance and named woman changemaker by Minneapolis/St. Paul Magazine.

Dawn holds a bachelors degree from the University of Minnesota.

Why work with us?

We focus on you

Expect personalized plans that reflect the fullness of your financial picture

Comprehensive financial stewardship

Life-based financial planning that is orchestrated in an overarching plan

Direct access

Our clients enjoy direct access to their Apollon team of advisors and managers

Tech-forward transparency

Our commitment to collaboration and transparency are enhanced with the convenience and capabilities of our online client platform.

Fiduciary standard commitment

Simply put, the fiduciary standard is the Apollon standard. Everything we do is guided by what is best for our clients


Our Unique Offerings

  • Cash Management
  • Apex Planning Process
  • Direct Indexing
  • Risk Management Capabilities
  • Alternative Investments
  • Alternative Real Estate Investments