Apollon財富管理

2023年1月4日,

Apollon控股看到顯著擴張,有四個RIA收購在美國1月04,頓2023年東部標準時間上午09:00南卡羅來納州查爾斯頓——(業務線)——Apollon控股高興地宣布其裏程碑式的增長的關鍵領導財富管理部門和顧問,Apollon財富管理、LLC Apollon金融,LLC以及顯著提高資產管理。Apollon控股已經主要增長的一年,外加Apollon金融、LLC和建立財富管理顧問布拉德Schaffnit。Apollon金融、公司屬於Apollon控股有限責任公司,是Apollon財富管理的子公司,於2018年發射。Apollon金融允許客戶訪問LPL Financial的監護權,和顧問訪問LPL的業務開發框架。在2018年2月推出,通過2020年的動蕩,Apollon財富管理已發展到50多個advisors地點橫跨美國。這一勢頭被認為與今年的收購的西方財富管理、顧問和J.E.樹的城市威爾遜顧問。自2018年以來,“我們的目標是創建一個財務規劃公司為客戶提供實實在在的價值通過多戶理財室風格的解決方案,同時持有正確的核心價值觀,透明、誠信、管理,和受托責任,”Michael Dolberg說Apollon控股的首席執行官和創始合夥人。“我很自豪地說,今天,我們正在做的,和更多。這是一個令人興奮的增長,擴張和持續專注於我們的核心價值觀。” 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. Contacts