We 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.
We began with a vision
How we began
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 three years later and through all the turbulence of 2020, we have grown to a team of over 50 professionals including 30 advisors. Apollon currently serves clients from 14 offices located in five states.
We’re grateful for this growth and for the trust our clients have placed with us to manage their portfolios. 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.
Planning is fundamental to our success as wealth management advisors. Only after we gather the facts and clarify a client’s goals, are we ready to develop a roadmap. We don’t consider planning to be a point-in-time exercise, but rather an integral ongoing component of portfolio management ensuring each portfolio is optimally structured throughout a client’s investing horizon.
We Measure Growth
At Apollon, we measure growth in terms of employee development too. Our team brings an average of over 10 years of experience.
We continually invest in education and professional development opportunities to ensure we deliver the very best to our clients.
We’d like to write the next chapter of our story helping you to achieve your family’s wealth management goals.
We welcome the opportunity to say hello.