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.
We began with a vision founded on the principle of always doing what is best for our clients.
A growing team of experts
We opened our doors in Charleston, South Carolina in February 2018. Founding partners, Michael J. Dolberg and Robert H. Gorman began with a team of 7 advisors and a few staff. Now, just five years later and through all the turbulence of 2020, we have grown to a team of over 100 professionals including 60+ advisors.
We offer a diverse range of wealth management services tailored to each client
Led by our Investment Committee, we continue to introduce a diverse range of products and holistic investment offerings to address the breadth of portfolio needs across a growing client base.
Ongoing investment in teamwork, technology and continuing education for our people
At Apollon, we measure growth in terms of employee development too. We continually invest in education and professional development opportunities to ensure we deliver the very best to our clients.