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

Kassi has worked in the financial services industry for 20 years. With a focus on insurance, investment and goal-based financial planning, she has spent her career helping individuals and families alike to achieve their financial goals in all aspects of planning. Her passion has always been to bring investing in-line with her client’s personal goals and values.

Kassi earned her Charted Financial Consultant (ChFC) designation in 2008.

Kassi has a BS in Integrative Studies- Leadership and Finance from Kennesaw State University.

Originally from southern California, Kassi has been in Georgia for over 25 years, where she married a native and has two teenage boys. She spends a lot of time supporting her boys in their love for lacrosse, but she also loves to play golf, kayak and travel globally.

Kassi also has a passion for charitable work and currently attends Perimeter Church in Johns Creek, GA.

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

My team

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

Robert Yu, CFP®

Robert Yu, CFP®

Wealth Management Advisor
Melissa Hallmark, CFP®

Melissa Hallmark, CFP®

Wealth Management Advisor
Sophia Drager

Sophia Drager

Relationship Manager, Peachtree Corners
Suzanne McGuire

Suzanne McGuire

Senior Relationship Manager, Peachtree Corners
Elizabeth Reneau

Elizabeth Reneau

Relationship Manager, Peachtree Corners
Ankit Patel

Ankit Patel

Relationship Manager, Peachtree Corners
Patty Clemmons, CFA®

Patty Clemmons, CFA®

Director of Operations, Peachtree Corners

Planning

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.

Services

Comprehensive Financial Planning

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.

Investment Advisory Services

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.

Business Services

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.

Risk Management

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.