How your practice has grown is unique to you as well. At Apollon, we look to partner with strong independent advisors who want to take their practice to the next level but without losing their identity or their independence. We value what you’ve invested in your clients and in your practice. It’s time to work with a partner who sees your independence as a strength.
Your book of business is yours – you’ve built it and you’ve made it the foundation of your success.
Services and Resources
We give your independence wings
Soar higher with the expertise, services, and resources of being an Apollon Partner. We can help you streamline the business of running a successful practice whether it’s supporting your operations, legal, compliance, data management or communications. Access the collective knowledge of a community of expert wealth managers and financial planners. Introduce new investment revenue opportunities to your clients. Take advantage of an opportunity to fortify your practice with the breadth and depth of resources and services that Apollon offers.
robust, multi-entity accounting services that take the financial tracking burden off of your plate
in-house team and oversight that facilitates seamlessly rolling compliance under our umbrella
tools and resources to assist advisors
fully integrated, educated team to support all planning needs for any type of client
a highly skilled team who helps you manage your client portfolios
Investment Service Team
valuable back-office support so you can spend more time with your clients
Marketing and Sales Resources
Apollon offers a selection of advanced resources and technology to assist advisor marketing needs. Access to modern CRM tools allows our partners to expand their reach and communicate with clientele.
A Multi-Custodial Firm
Your choice for a tailored fit
Because Apollon is multi-custodial, our partners can select the ideal firm for their clients including leaders such as Fidelity, Raymond James, Pershin, and Charles Schwab. When you are not tied to the limitations of a single custodian, you can choose the firm that will provide the optimal strategy for your clients.
Access leading partner firms for your clients’ borrowing needs
Advisors can compare across Apollon’s platform of lending partners to make the best choice for their clients.
Our Commitment To You
We’re in this together
Work with the best. Our commitment to client service is second to none. Our partners and team represent the best in the business who find superior solutions for our clients working with leading custodians that we’ve selected. It’s not just a fiduciary standard that we hold ourselves to, it’s the Apollon standard. The success and growth that our firm has enjoyed attest to the power of enabling skilled and committed professionals to deliver exceptional client experiences over and over again. Tap into our strengths to help your practice reach new heights.