Robert Savino

Robert Savino

Principal, ChFC®
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.


Robert is a Founding Partner of Prism Advisory Group LLC, with over 30 years of experience in the financial services and insurance industry. Robert is an expert in Financial Estate and Business Planning.

Robert’s objective is to mitigate potential risks that may arise in a client’s estate. He accomplishes this by taking the time to learn what is important to the client’s financial and personal goals. Robert’s philosophy is to treat his clients the same way he would a close family member.

Robert maintains his Series 6, 7, 65 and 66 registrations from FINRA. He is a Chartered Financial Consultant and Registered Investment Advisor Representative, and he holds his Life and Health Insurances licenses. He graduated from the University of Rhode Island in 1982 with a degree in marketing. He is on the board of Good Grief, a non-profit organization that facilitates programs for grieving children, teens and adults. He has been a member of several non-profit boards including Catholic Charities, Association for Advancement of Mental Health, and McCarter Theater. He enjoys running, biking, gardening, and golf. . Most importantly, Robert enjoys spending time with his wife Elizabeth, daughters, son in laws and 4 grandchildren.

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

Amanda Meehan

Amanda Meehan

Client Service Associate
Gail Curran, CPA

Gail Curran, CPA

CFO, Prism Advisory Group
Jill Guess, CAIA

Jill Guess, CAIA

Director of Alternative Investments
Richard Simkus

Richard Simkus

Wealth Management Advisor
Tasha Thaman, CFP®

Tasha Thaman, CFP®

Director of Financial 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.


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.