Apollon Holdings Expands with New Advisory Teams
Apollon Holdings, a prominent player in the financial services sector, is delighted to announce the recent expansion of advisory teams within its sub-brands, Apollon Wealth Management and Apollon Financial. This strategic move underscores the company's unwavering commitment to delivering personalized financial solutions and enhanced support to advisors across the nation.
Core Values Driving Expansion
Since its inception, Apollon Holdings has prided itself on its core values of transparency, integrity, and fiduciary responsibility. These principles guide the organization as it integrates new advisors into its affiliate companies, aiming to enhance the suite of services and tools available to both clients and advisors alike.
New Additions to Apollon Wealth Management
Recently, Apollon Wealth Management broadened its reach in the Northeast by partnering with CIC Wealth Management, located in Rockville, Maryland. This partnership is spearheaded by industry veterans Ryan Wibberley, Michael Fein, and Frank Cappadora, collectively bringing over 55 years of wealth management experience to the table.
Meet the New Team Members
Joining the ranks of Apollon Wealth Management are several exceptional individuals:
- Judy Ann Byrd – Director of Operations
- Andy Smith – Wealth Management Advisor
- Rich Sebastian – Wealth Management Advisor
- Austin Pearl – Wealth Management Advisor
- Dawn Wright – Wealth Management Advisor
Ryan Wibberley expressed enthusiasm about this transition, saying, "We’re thrilled to join Apollon Wealth Management and provide clients with state-of-the-art tools and leadership. This marks an exciting chapter for CIC Wealth as we continue to work to help clients achieve their financial goals." This kind of commitment is at the heart of Apollon’s ongoing growth narrative.
Welcoming New Talents at Apollon Wealth Management
Additionally, Apollon Wealth Management is excited to welcome David Haggard, CFA®, CFP®, who specializes in financial planning and investment management. His expertise helps clients navigate the often-complex financial landscape.
Expanding Apollon Financial
In an equally significant move, Apollon Financial has enhanced its team by incorporating two new firms. Granite Investment Group, headquartered in Downers Grove, Illinois, led by the experienced Martin Beck, is now part of the team, bringing over three decades of wealth management experience.
Introducing New Advisors
Additionally, Apollon Financial has welcomed two new wealth management advisors:
- Jim McGowan, CFP® from King of Prussia, PA, who specializes in wealth management and financial planning.
- Fran Gutrich from Downers Grove, IL, offering extensive experience in personalized financial strategies and client-focused advisory services.
Through these strategic partnerships and additions, Apollon Financial—a proud affiliate of Apollon Wealth Management—leverages LPL Financial’s custody services, further enhancing the support available to advisors.
Growth and Future Focus
Since its launch in 2018, Apollon Wealth Management has seen remarkable growth, now boasting over 80 advisors throughout the U.S. The firm aims to deliver fee-based advisory services tailored to affluent individuals, families, and business owners, demonstrating its significant market presence.
As Apollon Holdings continues to build upon its legacy of trust and exceptional service, the emphasis on personalized financial strategies helps ensure their clients can achieve their financial aspirations.
About Apollon Holdings
Apollon Holdings is dedicated to comprehensive financial planning, wealth management, and advisory services through its affiliates, Apollon Financial and Apollon Wealth Management. Their mission centers around helping clients attain their financial goals, anchored in a foundation of transparency and integrity.
Frequently Asked Questions
1. What are the new advisory teams added by Apollon Holdings?
Apollon has added new advisory teams to Apollon Wealth Management and Apollon Financial, enhancing their services.
2. Who are the new members joining Apollon Wealth Management?
New members include Judy Ann Byrd, Andy Smith, Rich Sebastian, Austin Pearl, and Dawn Wright.
3. What experience does CIC Wealth Management bring?
CIC Wealth Management offers over 55 years of combined experience in holistic wealth management.
4. Where is Granite Investment Group located?
Granite Investment Group is based in Downers Grove, Illinois.
5. How many advisors does Apollon Wealth Management have?
Apollon Wealth Management currently has over 80 advisors across the U.S.
