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We Make the Complex Simple

Our Process

Central to our suite of comprehensive service offerings is the concept of true wealth management. To help you achieve your financial goals, our advisors develop holistic plans that consider every facet of your unique situation and utilize multiple evidence-based strategies.

As a fee-based firm, what makes us unique is that we provide clients full latitude in how they choose to engage us. Every new client relationship starts with a conversation. From there, we will guide you through a thorough discovery process in order to agree upon the best path forward. Generally, that path takes form in one of three ways:

Comprehensive Financial Planning

We have found that many people tend to view their investment strategy and financial plan through the same lens. To the contrary, our philosophy centers around developing a comprehensive financial plan.We start by gathering the facts, clarifying your goals, analyzing the results, and developing a roadmap of ongoing service designed to lead you towards success. Once each distinct aspect of your overall financial picture has been carefully evaluated, we then have the knowledge and understanding necessary to design a holistic wealth management strategy well-suited to advance your goals.


As part of our fiduciary responsibility, we don’t want a particular way of doing things to cause a roadblock in your pursuit of good advice.Because we understand that some people, especially those later in life who have already achieved financial success, might have a financial plan already in place, we also offer supplementary investment advisory services.Through collaboration and open communication with your existing advisors, we will take your existing financial plan into account to help determine the best method for asset allocation. As a result, your cohesive financial roadmap will move you, your family, and your business closer towards your defined goals.

Business Services

Apollon Business Services was founded on the initiative to help successful business owners Build, Preserve, and effectively Transfer their greatest asset – their business. We have discovered that our client’s foremost needs revolve around the creation and preservation of business value, liquidity planning with the least tax consequence, and to meet ownership, business, and family objectives upon eventual sale or transfer. As such, we always begin our conversation by carefully articulating your goals and aspirations. We then analyze, test, and design a custom plan of action that will precisely allow you to determine what needs to be done to achieve them. Your plan may be all-encompassing in scope, such as a comprehensive owner exit strategy, or component-based, such as integrating a custom performance-based incentive plan for your key executives, or shoring up your business continuity and estate plan. Understanding the true value of your business is of equal importance. The difference between what your business is worth today and what you need to eventually achieve your goals is your “gap.” Our objective is to help you close this gap through assimilating working strategies that builds and promotes business value, reduces risk, and creates greater tax efficiency.

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