Our Story

Independence. Trust. Curiosity.

Apollon New England is the culmination of many, many years of work by its founding members.  We all took interesting and unique paths to get to this point, but all those years of diverse experience and growth led us to the same conclusion:  the best way for us to serve our clients and engage in the comprehensive work that sets our team apart was to start our own business in the independent space.

We founded this firm on the values of providing strong, independent advice, building relationships of trust with our clients and each other and fostering curiosity in finding the right solutions and being truly engaged with our clients well beyond the scope of investment returns.


We offer a wide array of wealth management services specifically suited to each client.

Our Investment Committee provides a diverse range of products and holistic investment offerings to address the unique portfolio needs of our clients.


Investing teamwork, technology and continuing education for our team.

The world moves quickly, and the realms of planning advice and asset management are no exception.  We take care to expand and update our collective expertise through ongoing educational opportunities and provide quality client experience through regular assessment and updates of the technological capabilities of the firm.