Apollon Holdings Strengthens Advisor Network, Expands National Footprint in 2024

With a focus on independence and growth, the firm doubled in size over 2023 to 2024

Apollon Holdings Strengthens Advisor Network, Expands National Footprint in 2024

Media
Samantha Marinelli
sam@gregoryfca.com
610-246-9928

Apollon Holdings, the parent company of Apollon Wealth Management, LLC and Apollon Financial, LLC (collectively referred to as "Apollon"), continues to solidify its position as a leading independent wealth management firm with significant growth and expansion in 2024. Demonstrating a steadfast commitment to its core mission of supporting advisors, Apollon has increased by over fifty five percent between 2023 and 2024, achieving approximately $8.65 billion in assets under management and expanding to 96 advisors in 42 locations across the United States.

Apollon’s growth in 2024 highlights its dedication to fostering independence and delivering strategic support for advisors, positioning them to provide exceptional client service. Below is a snapshot of the talented advisors who joined Apollon this year:

Apollon Wealth Management (AWM)

• Braintree, MA: Dan McCarthy, Jim Almquist, CFP®, and Dan Marnik joined forces to bring their expertise to the region.
• Owings Mills & Rockville, MD: CIC Wealth Team led by Michael Fein, AIF®, CLTC, Ryan Wibberley, AIF®, and Frank Cappadora, AIF®, CRPC™, along with Richard Sebastian, CFP®, Andy Smith, Austin Pearl, Dawn Wright, CFP®, MBA, AIF®, and James Pessagno.
• Atlanta, GA: David Haggard, CFA®, CFP®, expanded Apollon’s presence in the Southeast.
• Los Angeles, CA: Apollon Lifetrac Team, led by Kevin Caputo, CFP®, CIMA, and Michael Chung, CFP®, brings sophisticated wealth strategies to the West Coast.
• Rockville, MA: Apollon Bridgemark Team, guided by Winter Troxel, RICP®, joined with Rebeka King, RICP®, and Connor Stanley.
• Charleston, SC: Nick Pavia, CLTC, and Gavin Dooley strengthen Apollon’s roots in the South.
• Winston-Salem, NC: Dax Allred joined Apollon Adifo, bringing tailored financial solutions to the region.
• Boise, ID: Alec Kelso-Capili joined Tree City Apollon, broadening our reach in the Northwest.

Apollon Financial (AF)

• Greenville, SC: The acquisition of the DeHollander Financial team, including Rob DeHollander CFP®, AIF®, CRPC® and five additional team members, continued the growth of Apollon’s strong presence in South Carolina.
• King of Prussia, PA: Jim McGowan, CFP®, joined Apollon Financial to expand our presence in Pennsylvania.
• Downers Grove, IL: Martin Beck, CFP®, Francis M. Gutrich, and Dory Rodriguez, CFP®, brought their expertise to enhance Apollon Financial’s Midwest footprint.

“Our continued success is a testament to the value we provide to our advisors and their clients. By fostering independence, providing strategic support, and delivering exceptional client experiences, we have created a destination for advisors who want to grow their practices while focusing on what matters most: their clients,” said Michael Dolberg, CEO and Founding Partner of Apollon Holdings. “As we move into 2025, we remain committed to investing in quality firms that share our vision of personalized financial planning and a multi-family office approach.”

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.

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