At Apollon, every new client relationship starts with a conversation. It’s a discovery process – so we can fully understand your goals, risk tolerance, financial picture, time horizon and what really matters to you. Only after considering each facet of your situation will our advisors prepare a holistic wealth management plan that can help you achieve your financial goals. At Apollon each plan is unique, and we take care to make sure it is a custom fit.
We start with a conversation
Comprehensive Financial Planning
Every journey needs a compass
Each of us is on a financial journey and no matter where we connect with you along yours, success in reaching your financial goals depends on the strength of your plan. At Apollon, we work with each client to write a roadmap engineered to lead you to success. It starts with building a comprehensive financial plan which acts as both a compass to keep you on your optimal path and a means for charting your progress. Once we have this financial plan in place, we work with you to evaluate specific areas of your financial picture including your investment strategy.
Investment Advisory Services
Bring us your plan
If your financial success is a result of already having an effective financial plan in place, our team at Apollon offers clients supplementary investment advisory services. In these circumstances, we work with a client’s existing financial plan to help determine your best asset allocations. We’re always guided by what is best for the client, it’s part of our fiduciary responsibility to you.
Our Business Services team understands an owner’s greatest asset is their business.
Creation and preservation of business value, liquidity planning with the greatest tax efficiency, and meeting business, ownership and family objectives upon eventual sale or transfer, all require careful planning. As with every client, our process with a business owner starts with a conversation for our team to fully understand your goals and situation. This is the basis for a tailored action plan that we analyze and test to ensure it is right for you. The scope of our work depends on what you need and spans comprehensive owner exit strategies to specific initiatives such as performance-based incentive plans or business continuity and estate plans. And by understanding what your business is worth today and what you need to achieve your goals, we can identify a gap for which we bring working strategies to promote business value, reduce risk and achieve greater tax efficiency.
Protect what is important to you
Our Risk Management services provide you with the peace of mind that you are well-protected should the unexpected happen. As your partner, we work with you to identify your risk management needs for your family, business and estate as part of your holistic and comprehensive financial plan. We can then introduce you to partner services we’ve carefully selected to address your individual needs.