Ryan Shanks, Chief Growth Officer, shares with Chris Latham at Wealth Solutions Report how advisors at Apollon Wealth Management offer a holistic service offering. "We help advisors service a broad spectrum of clients, which reduces dependence on a single solution or strategy and helps expand the client deliverable." #Apollon #scaling #alignment #companyculture https://loom.ly/MfeID6o
Apollon Wealth Management, LLC
金融服务
Mount Pleasant，South Carolina 2,125 位关注者
Elevating wealth management to a higher personal standard
关于我们
Apollon Wealth Management was established, first and foremost, to benefit our clients. As a fee-based firm without any allegiance to a specific investment, product, or insurance company, we share a cohesive, collaborative vision to keep your interests above all else. Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to the expertise and key strengths of all partners, advisors, and support staff throughout your journey with us. Our solid team foundation is what enables us to succeed, as well as to recruit and develop the next generation of financial leaders. Serving as a testament to our collaborative approach, we have built many enduring client relationships spanning decades and multiple generations.
- 网站
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www.apollonwealthmanagement.com
Apollon Wealth Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Mount Pleasant，South Carolina
- 类型
- 合营企业
- 创立
- 2018
- 领域
- Risk Management Planning、Retirement Income Planning、Education Planning、Investment Planning、Tax Strategy Review、Estate Planning、Budget Stress Testing、Business Planning、Finance、Insurance、Alternative Investments、Employee Benefits、Charity and Philanthropy和Risk Management
地点
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主要
获取路线
111 Coleman Blvd
Suite 402
US，South Carolina，Mount Pleasant，29464
Apollon Wealth Management, LLC员工
动态
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We are honored to share that Apollon Wealth Management has been recognized in Newsweek's 2025 rankings as one of the top 5% of America’s Financial Advisory Firms! Receiving an outstanding 5 out of 5 stars, this recognition reflects our commitment to providing personalized, transparent, and expert financial guidance. A heartfelt thank you to our incredible team and valued clients for making this achievement possible. Together, we’re building a future of financial success! #FinancialGuidance #WealthManagement #Newsweek #TopFinancialAdvisoryFirms2025 https://loom.ly/s0E02lg
America's Top Financial Advisory Firms 2025
newsweek.com
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With the stock market taking center stage in Trump’s #economicoutlook, our CIO Eric Sterner, CFA, CAIA, CIPM, FRM explores what this could mean for investors. Eric shares insights on how Trump’s focus on market performance might influence policy choices and impact the investment landscape. Read more about the potential opportunities and risks investors could face in Bloomberg. https://loom.ly/f8jMo7k
Trump’s Scoreboard Is the S&P 500, and It’s Wall Street’s Best Hope - Apollon Wealth Management
https://apollonwealthmanagement.com
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Did you know you could contribute up to $69,000 a year to your 401(k) or 403(b)? The "Mega Backdoor Roth" strategy could be a game-changer for those looking to save beyond the traditional limits. Click the link below to learn more! #RetirementPlanning #FinancialFreedom #WealthManagement https://loom.ly/cc5GWDI
The Evolution of the Super Saver Stategy - Apollon Wealth Management
https://apollonwealthmanagement.com
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Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM joined the Yahoo Finance Wealth show to discuss the latest #CPI data and its potential impact on #portfolios. Eric provided insights into inflation's stickiest areas and what it means for the Federal Reserve’s policy approach. Catch the full conversation to understand how inflation may shape investment strategies going forward. https://loom.ly/x2z1eQY
CIO Eric Sterner Shared His Insights into Inflation Trends on Yahoo Finance - Apollon Wealth Management
https://apollonwealthmanagement.com
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For high-net-worth individuals, having an effective life insurance plan is crucial not only for protecting your legacy but also for leveraging financial opportunities. Discover strategies to maximize your life insurance in our latest article linked below. #insurance #risk #apollon https://loom.ly/5RxXFOA
Maximize Your Life Insurance - Apollon Wealth Management
https://apollonwealthmanagement.com
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Click the link below to view our Q3 Asset Class Summaries. #assets #bonds #stocks https://loom.ly/KQ6QKzQ
Q3 Asset Class Summaries - Apollon Wealth Management
https://apollonwealthmanagement.com
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While October brought challenges, year-to-date returns remain strong, highlighting underlying market resilience despite the month’s turbulence. Click the link below to read more from this month's Market Review. #marketrecap #fed #apollon https://loom.ly/4CEN9FE
Market Review - Fall Back - Apollon Wealth Management
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Honoring all who served. This Veterans Day, we express our deepest gratitude to the brave men and women who have sacrificed to protect our freedoms. Your courage, dedication, and service inspire us all. Thank you for your commitment and unwavering strength. #VeteransDay #HonorAndGratitude
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This month's Employee Spotlight features Sophia Drager! A UGA graduate with a BBA in Finance and International Business, Sophia has been a Relationship Manager with the Peachtree Corners team for nearly two years. Outside of work, she enjoys exploring new restaurants, spending time with loved ones, and traveling—including a memorable study abroad experience in Spain. #employeespotlight #apollon
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