Fee-based independent wealth management and investment advisory firm founded in 2018, serving individuals, families and businesses nationwide from Mount Pleasant, South Carolina.
Apollon Wealth Management is a fee-based, independent investment advisory and wealth management firm founded in 2018 and headquartered in Mount Pleasant, South Carolina. It provides customized financial planning and investment solutions to individuals, families, and businesses, and has grown from a single location to a nationwide presence, with advisors located across the country and billions of dollars in assets managed.
The firm operates without ties to specific investment products or insurance companies, structuring its work around client goals rather than product sales. Its services fall into three areas: customized wealth management solutions, collaborative and transparent financial planning, and investment advisory for individuals, families and businesses with an emphasis on long-term stewardship. Each client is served by a team of professionals rather than a single adviser.
Apollon describes a client-first philosophy, a high-touch and personal service standard, and a collaborative working environment. It invests in robust operational support for its advisers and runs a team-based model with full access to a team of professionals. The firm was founded to address a gap in the industry and remains founder-led and mission-driven.
