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.
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
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.
