South Carolina-Based Wealth Management Group Strengthens National Presence in 2023 Expansion

Apollon Holdings saw major growth, with new RIA acquisitions across the U.S.

CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Holdings, the parent company of Apollon Wealth Management, LLC and Apollon Financial, LLC (combined noted as “Apollon"), has nearly doubled its assets under management to over $6 billion over the course of 2023, standing apart in a growth arena dominated by high interest rates and aggressive, serial acquirers. Apollon’s offering of independence, strategic support for advisors, and its stand-out client experience, resonated in the marketplace, leading to a year of high-caliber talent acquisition and key expansion in three states.

Apollon Wealth’s year of momentum culminated with the addition of Catalyst Wealth Management in Atlanta, GA and Piershale Financial Group in Barrington, IL as well as a team of four advisors led by Owen Malcom located in Peachtree Corners, GA. Additionally, Apollon Financial acquired Foxen Financial in Hinsdale, IL. With these moves, more than 70 Apollon advisors now serve their clients in locations across the United States. Expanding our footprint across the country, we’re glad to welcome the following additional advisors who came on in 2023:

• Kyle Foresman (Chicago, IL)
• Mike Teel (Hoboken, NJ)
• Patrick Floyd (Columbia, SC)
• Wesley Davis (Sarasota, FL)
• Jason Rosener (Denver, CO)
• Aymen Kaboub (Chicago, IL)
• Brooks Johnson (Charleston, SC)
• Brad Humphries (Columbia, SC)

“To succeed in the long term, it takes so much more than promises and platitudes to win the talent you need. We made Apollon a true destination for independent advisors, and now we deliver trusted and experienced financial advice to a growing number of clients in nearly 20 states,” said Michael Dolberg, CEO and Founding Partner of Apollon Holdings. “We are fortunate to have built a strong network of partner firms that align with our goals in just five years since our founding. We are excited to continue the rapid growth and expansion momentum into 2024 and beyond.”

2023 also saw Apollon Wealth Management’s hiring of industry veteran Teresa Matthews-Fletcher as Senior Vice President of Operations, who has assisted in the firm’s recruiting efforts. In her role, she has also expanded the onboarding team to ease the burden and challenges that often come along with transitioning firms, while improving investment operations from account opening to billing on a multi custodial platform.

The pace of Apollon’s advancements earned the attention of international industry publication Citywire, which named Apollon the fastest-growing RIA in South Carolina on the outlet’s prestigious “50 Growers Across America” list.

About Apollon Wealth Management

Apollon Wealth Management was created to is to empower individuals and families by providing comprehensive, personalized financial planning and wealth management services. As a fee-based advisory service, our sole focus is assisting our clients nationwide 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. 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.