Financial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals. We understand these goals represent more than financial and investment returns, it is about living the life you’ve earned and sharing your wealth. The fiduciary standard, where your interest is paramount, is also the Apollon standard.
Living the life you’ve earned
How we help
Frankly, we start by listening to you. We want to know what you want to accomplish and what comprises your financial picture. We believe that a solid financial plan is the best foundation for all future financial and investment decisions. With this plan in place, we help our clients through our comprehensive financial planning, investment advisory, and business services.
Our approach
At Apollon, we believe planning requires orchestration, collaboration means transparency, and accountability is fundamental to every client relationship. This is how we consistently deliver superior performance for our clients. We first understand your financial picture and your goals and then design a personalized strategy tailored to your goals. Execution is critical to success and our team dedicates themselves to following through on your plan every step of the way. Achieving peak performance is always our objective and we work with each client to do what we can to help them reach their goals. You stay involved as little or as much you want, knowing that you are never further than a call or mouse click away to your financial picture and your advisor.
Achieving peak performance
Why work with us?
We focus on you
Expect personalized plans that reflect the fullness of your financial picture
Comprehensive financial stewardship
Life-based financial planning that is orchestrated in an overarching plan
Direct access
Our clients enjoy direct access to their Apollon team of advisors and managers
Tech-forward transparency
Our commitment to collaboration and transparency are enhanced with the convenience and capabilities of our online client platform.
Fiduciary standard commitment
Simply put, the fiduciary standard is the Apollon standard. Everything we do is guided by what is best for our clients.