Press release content from Business Wire. The AP news staff was not involved in its creation.
Related topics

South Carolina-based Wealth Management Group Announces Milestone Annual Growth

PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.
January 4, 2023 GMT

CHARLESTON, S.C.--(BUSINESS WIRE)--Jan 4, 2023--

Apollon Holdings is pleased to announce its milestone growth, with the addition of key leadership and advisors to its wealth management arm, Apollon Wealth Management, LLC, the establishment of Apollon Financial, LLC, as well as a significant raise in assets under management.

Apollon Holdings has had a major growth year, with the addition of Apollon Financial, LLC and founding wealth management advisor Brad Schaffnit. Apollon Financial, LLC is owned by Apollon Holdings, LLC and is an affiliate of Apollon Wealth Management, which launched in 2018. Apollon Financial allows clients access to LPL Financial custody, and advisors access to LPL’s business development framework.

Having launched in February of 2018, and through the turbulence of 2020, Apollon Wealth Management has grown to over 50 advisors in locations across the United States. This momentum was seen with this year’s acquisitions of Westside Wealth Management, Tree City Advisors and J.E.Wilson Advisors.

“Our goal since 2018 has been to create a financial planning firm that delivers tangible value to clients through multi-family office style solutions, while holding true to our core values of transparency, integrity, stewardship, and a fiduciary responsibility,” said Michael Dolberg, CEO and Founding Partner of Apollon Holdings. “I’m proud to say that today, we’re doing that and so much more. This has been a year of exciting growth, expansion and continued focus on our core values.”

This year Apollon Wealth Management added a number of financial industry veterans to their leadership team, including Michael Herman, formerly of Goldman Sachs, as Chief Compliance Officer and Eric Sterner, formerly of Prudential, as Chief Investment Officer.

“It’s been an incredible experience to work alongside such an impressive and passionate team of financial professionals,” said Eric Sterner. “And the good news is we are just getting started. I’m excited for the future here at Apollon.”

2022 also saw the merger of Colorado Brokerage into Apollon Insurance Group, renamed Advisor Insurance Solutions, which distributes insurance solutions to several other financial institutions.

About Apollon Wealth Management
Financial planning and wealth management are all we do. As a fee-based advisory service, our sole focus is assisting our clients, including affluent individuals, families and business owners, in achieving 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.

About Apollon Financial
Apollon Financial works with people to identify the unique building blocks that will form their desired financial future. Piece by piece, Apollon financial takes the time required to create a strong foundation for a clearly designed financial plan, including quality products and services for each individual.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Apollon Financial, a registered investment advisor. Apollon Financial, LLC is a separate entity from LPL Financial. Apollon Wealth Management, Apollon Holdings, LLC is not affiliated with LPL Financial.

View source version on businesswire.com:https://www.businesswire.com/news/home/20230104005179/en/

CONTACT: Samantha Marinelli

sam@gregoryfca.com

6102469928

KEYWORD: SOUTH CAROLINA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: CONSULTING ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Apollon Holdings

Copyright Business Wire 2023.

PUB: 01/04/2023 09:00 AM/DISC: 01/04/2023 09:02 AM

http://www.businesswire.com/news/home/20230104005179/en