Patrick Floyd

Patrick Floyd

CFP®, CKA®
Managing Director | 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

Having grown up in an entrepreneurial household, I learned from an early age what drives business owners and those who desire to invest in themselves and their future. I witnessed my grandfather’s business grow from a single furniture store into a multigenerational company throughout the Southeast. This foundation of strong work ethic, integrity, and most importantly putting God and family first are my cornerstones today. I experienced firsthand that family members & business partners can have different life goals and objectives.  For this reason, our practice dedicates time and focus in listening to every individual, striving to identify a successful approach to their unique situation. 

I graduated from Berry College in 1999 and was eager to apply my personal experience and formal education in a family run financial planning firm in Atlanta, GA.  In 2000, I moved back to Columbia, SC to be closer to family & friends and joined a broker dealer in 2001. I remained at the same broker dealer until our recent transition to Apollon in October of this year. 

I am a proud father of an almost 16-year-old daughter who excels in scholastics, dance and volleyball. In my spare time, I enjoy USC Football, hunting, fishing and spending time with family and friends. As a result of growing up in the country (Wedgefield, SC), my cousin and I have started a hay and Black Angus cattle farm in Sumter County. Spending time on the tractor and working on the farm brings me great enjoyment.  I am a member of and very involved in my church at First Presbyterian Church of Columbia, SC.  

It has been such a pleasure and an opportunity that has far exceeded my expectations for myself and my team to join Apollon. It truly feels like home to all of us and we look forward to being valued members of such an incredible team and partnership. 

Patrick Floyd, CFP®, CKA®  

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

Van Hobbs

Van Hobbs

Senior Relationship Manager, Columbia