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

Rob specializes in the design and implementation of customized and sophisticated wealth management strategies for his affluent clients. The majority of his clients are entrepreneurs, business owners, physicians, senior corporate executives, professional athletes, and coaches.

Respected for his knowledge of current wealth management issues, Rob has been quoted by The Wall Street Journal and Dow Jones Newswire, has contributed articles on wealth management topics to local, regional, and national publications, was a guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program, and was a featured SME speaker at multiple conferences and symposiums. He was named to Medical Economics’ exclusive list of “The 150 Best Financial Advisors for Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the Year Award for Best Educator” presented annually by the industry renowned Ticker Magazine to one advisor throughout the entire country demonstrating superior proficiency and skill in client education.

Rob is a serial entrepreneur – he founded a business exit plan consulting company, Integritas Transition Consultants, and created The Wealth Empowerment Formula™ – a comprehensive wealth management client advice delivery system.

Prior to joining Apollon Wealth Management, he was the Head of Office / Vice President of a regional office for Goldman Sachs Personal Financial Management, the Managing Director for a regional office for United Capital Financial Advisers, a partner at Compu-Val Investments, Inc. and an adjunct professor at Florida Atlantic University where he taught the CERTIFIED FINANCIAL PLANNER® Professional Education curriculum.

He graduated Summa Cum Laude with a Bachelor’s degree in finance from Indiana University of Pennsylvania and completed a course in leadership excellence at the University of California at Berkeley. He also completed the CFP® Professional Education Program and the Accredited Asset Management Specialist Program through the College for Financial Planning in Denver, Colorado.

Rob has participated in and held leadership roles within many different philanthropic and civic organizations and groups.

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

Shelley Walter

Shelley Walter

Administrative Associate
Perrin Berry

Perrin Berry

Relationship Manager
Adam King

Adam King

Wealth Management Advisor
Allison Smith

Allison Smith

Senior Relationship Manager
David Turner

David Turner

Wealth Management Advisor

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.