Michael J. Dolberg is the CEO and a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. Upon conception, Apollon set out to change the retail model for investments away from a product platform to one that is 100% client driven. With exceptional white glove service, Michael has executed the founding partners’ vision of creating an independent organization with the sole mission of enriching the lives of others through concerted financial planning and guidance.
Michael offers a unique value proposition to advisors and clients alike through Apollon’s equity partners in New York. Apollon has partnered with Merchant Investment Management, LLC, a private partnership providing management oversight, resources, strategic opportunities and direction to independent financial services companies. The Merchant team adds decades of experience and resources having held senior roles in financial services at Goldman Sachs, Apollo Global Management, Skybridge Capital, Focus Financial Partners and Purshe Kaplan Sterling Investments.
With passion and purpose, Michael and his team have created a launch pad for advisor independence built with a seamless transition process for clients. Driven to expand the firm’s footprint on the East Coast, Apollon possesses an open architecture environment, centralized back-office (with a full operations, technology and marketing team) and unified advisor integration, onboarding and acquisition systems. Since conception in February 2018, Apollon has opened 5 locations in the southeast. Michael’s Charleston office is a current finalist for the title of “Best Financial Planner” for 2019 and was a finalist for “Best Investment Firm” in 2018 with the Charleston City Paper and The Post and Courier, respectively.
Prior to Apollon Wealth, Michael served as a Managing Director and Wealth Management Advisor for Charleston Financial Group. He began his career in 2004 and was appointed Managing Director at the age of 25, one year later. In 2010, Michael won the Management Achievement Award honoring his exceptional recruiting and retaining of advisors within the thriving business.
Michael attended the University of South Carolina in Columbia, with degrees in Finance and Marketing. He is a board member of Medical University of South Carolina Children’s Hospital and is a devoted supporter of South Carolina Special Olympics (and past board member). He and his wife, Kristen, reside in Mount Pleasant, South Carolina with their sons, Benjamin and Beau..