CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Holdings, a leading financial services company, is excited to announce the addition of new advisory teams to Apollon Wealth Management and Apollon Financial. This furthers its commitment to personalized financial solutions and nationwide advisor support.
Since its founding, Apollon Holdings has built its platform on core values of transparency, integrity, and fiduciary responsibility. By integrating new advisors into its affiliate companies, Apollon continues to seek to provide best-in-class services and tools for clients and advisors.
Apollon Wealth Management expanded its Northeast presence with the addition of CIC Wealth Management, based in Rockville, Maryland. Led by Ryan Wibberley, Michael Fein, AIF®, CLTC, and Frank Cappadora, AIF®, CRPC™, CIC Wealth brings over 55 years of combined experience in holistic wealth management.
New team members joining Apollon Wealth Management include:
- 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
“We’re thrilled to join Apollon Wealth Management and provide clients with state-of-the-art tools and leadership,” said Wibberley. “This marks an exciting chapter for CIC Wealth as we continue to work to help clients achieve their financial goals.”
In addition, Apollon Wealth Management welcomed David Haggard, CFA®, CFP® (Atlanta, GA), who joined on September 16. David brings expertise in financial planning and investment management, helping clients navigate complex financial landscapes.
Apollon Financial recently expanded their footprint by welcoming two new firms. Granite Investment Group, based in Downers Grove, Illinois led by Martin Beck, CFP®, bringing over 30 years of wealth management experience. Additionally, two new wealth management advisors have joined the Apollon Financial team:
- Jim McGowan, CFP® (King of Prussia, PA) - Jim, who joined on September 10, offers extensive expertise in wealth management and financial planning.
- Fran Gutrich (Downers Grove, IL) – Fran joined the firm October 1, bringing a wealth of experience in personalized financial strategies, portfolio management, and client-focused advisory services.
Apollon Financial, an affiliate of Apollon Wealth Management, provides clients access to LPL Financial custody and supports advisors with LPL’s business development framework.
Apollon Wealth Management, launched in 2018, now boasts over 80 advisors across the U.S., delivering fee-based advisory services to affluent individuals, families, and business owners.
For more information, visit www.apollonfinancial.com and www.apollonwealth.com.
About Apollon Holdings
Apollon Holdings provides comprehensive financial planning, wealth management, and advisory services through its affiliates, Apollon Financial and Apollon Wealth Management. The firm is committed to helping clients achieve financial goals with transparency and integrity.
