Apollon Financial, LLC logo

Apollon Financial, LLC

Updated today

Client assets under management

$1,446,898,433

Clients

1,256

34% high-net worth

Advisors

15

of 29 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

84

High

Average account size

$1,151,989

About

Apollon Financial serves individuals, high‑net‑worth clients, families, family offices, trusts, businesses, retirement plans and pooled vehicles, offering comprehensive financial planning, discretionary and non‑discretionary portfolio management, retirement plan advisory and consulting. Like many multi‑team advisors, it charges percentage‑of‑AUM fees and provides ongoing portfolio management and planning for individual and HNW clients.

The firm operates a hybrid investment model that combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios run by office IARs under a Local Office Due Diligence Sub‑Committee; it also uses third‑party Sub‑Managers and model portfolios. Investment work includes traditional asset allocation, tactical models, tax‑aware management and ESG risk‑based models, plus a Direct Indexing offering that supports ESG overlays; the firm supplements research and scenario modeling with third‑party data, back‑tested analyses and generative AI tools.

Noteworthy differences from many peers include the firm’s multi‑DBA operating structure (IARs may market under names such as Foxen Financial or Apollon‑CenterPoint), its explicit capacity to access and manage a range of less‑common investments (private placements, life settlements, DSTs, structured notes and selective IPO allocations), and its role providing back‑office/sub‑advisory support to other RIAs. The brochure also discloses participation in multiple sponsored programs and custodial/transition arrangements (including intermediary platform use for certain held‑away accounts) and affiliated ownership interests that clients should consider when evaluating potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning fees may be charged as fixed fees, starting at $5,000, negotiated based on scope and complexity

Percentage

up to 3.0% annually (negotiable, may vary with account size and services)

Commissions

Certain IARs may receive commissions for insurance products or securities sales through LPL Financial as registered representatives, separate from advisory fees

Project-based

Financial planning and consulting may be charged as hourly or fixed fees, details negotiated per agreement

Other

Account minimum: $250,000 Fee-only: Annual advisory fees up to 3.0% annually, negotiable; financial planning fees fixed, starting at $5,000; retirement plan advisory fees up to 2.00%

Main office location

Apollon Financial, LLC

111 Coleman Blvd, Suite 402

Mount Pleasant SC 29464, United States

Number of offices

7

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Maryland · Michigan · Minnesota · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward B

Series 66

Spartanburg, SC

Apollon Financial, LLC

Edward Beeker II is a financial advisor with Good Life Advisors, LLC in Spartanburg, SC, holding a Series 66 designation and 17 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2017 and previously spent eight years with Waddell & Reed, Inc. and various insurance carriers. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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David T

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

David Turner is a CFP® certificant with 29 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. His prior experience includes roles at LPL Financial LLC, Good Life Advisors, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in health and wellness through Pursue Your Balance, LLC, a business affiliated with Melaleuca, Inc. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm combines centrally managed model strategies with locally managed portfolios, employs tax-aware and ESG risk-based approaches, and supports other RIAs through sub-advisory arrangements.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Bradley S

Series 63, Series 66

Downers Drove, IL

Apollon Financial, LLC

Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Highpoint Advisor Group. Outside of his advisory role, he is involved with Leaders Partners, Inc., a non-variable insurance business. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG overlays on a client-selected basis.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Dory R

CFP®, Series 66

Downers Grove, IL

Apollon Financial, LLC

Dory Rodriguez is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Apollon Financial, LLC and has held previous roles at LPL Financial and HighPoint Advisor Group. Rodriguez has experience in non-variable insurance sales, including disability insurance. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, offering both discretionary and non-discretionary mandates while utilizing tax-aware and ESG investment approaches.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Daniel F

ChFC®, Series 63

Hinsdale, IL

Apollon Financial, LLC

Daniel Foxen is a financial advisor with LPL Financial in Hinsdale, IL, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and also provides investment advisory services through Apollon Financial and Foxen Financial, independent advisor firms. Outside of investment advisory, he is involved in selling life and long-term care insurance through Foxen Financial. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research and offers a range of delivery options and product solutions tailored to client needs.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Brandon V

Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

Brandon Vincent is a financial advisor with Apollon Financial, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial LLC, Good Life Advisors, LLC, and Oakwood Capital, Inc. Vincent also provides administrative support to Good Life Advisors, an independent investment advisor firm. Apollon Financial offers investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors, employing a combination of centrally managed model strategies and locally managed portfolios with tax-aware and ESG investment approaches.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Francis G

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG options on a client-selected basis.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Robert R

ChFC®, Series 63, Series 65

Richfield, WI

Apollon Financial, LLC

Robert Ruelle is a financial advisor at Apollon Financial, LLC with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Northwestern Mutual and LPL Financial, among others. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, offering both discretionary and non-discretionary mandates along with tax-aware and ESG investment options.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Maureen J

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Maureen James is a financial advisor at Apollon Financial, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Highpoint Advisor Group and LPL Financial. Outside of her advisory role, she has provided bookkeeping services since 2001. Apollon Financial offers investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors and utilizes a combination of centrally managed models and locally managed portfolios, incorporating fundamental analysis, tactical adjustments, tax-aware techniques, and ESG strategies.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Glenn D

CFP®, Series 63

Mount Pleasant, SC

Apollon Financial, LLC

Glenn Dehollander is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with LPL Financial and Apollon Financial, having previously worked with Commonwealth Financial Network and led Dehollander & Janse Financial Group. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Glenn D

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

Glenn Drake is a CFP® professional with 37 years of industry experience, currently affiliated with Apollon Financial, LLC. He previously worked at LPL Financial from 2020 to present and Wells Fargo Advisors Financial Network LLC from 2010 to 2020. Outside of his advisory work, he acts as a co-trustee for his company's 401(k) plan and is involved in business entities related to tax and investment purposes. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and employs a combination of centrally managed model strategies and locally managed portfolios, utilizing fundamental analysis, tactical adjustments, tax-aware techniques, and ESG considerations.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Kayleigh Z

ChFC®, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Kayleigh Zarndt is a ChFC® credentialed financial advisor at Apollon Financial, LLC with five years of industry experience. She has worked at firms including Northwestern Mutual Wealth Management Company and Wealth Enhancement Advisory Services. Zarndt also serves as a notary public. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets through a network of 13 advisors, combining centrally managed model strategies with locally managed portfolios and employing tax-aware and ESG-informed investment approaches.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Martin B

CFP®, Series 63, Series 65

Naperville, IL

Apollon Financial, LLC

Martin Beck is a CFP® with 39 years of industry experience. He is currently with Apollon Financial, LLC and has previously worked with LPL Financial LLC for 19 years. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques, including ESG overlays on a client-selected basis.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

John K

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

John Kinzer is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial and Wells Fargo Advisors Financial Network LLC. Kinzer is involved in multiple registered investment advisory activities, including fiduciary services through his own entities. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets across a network of 13 advisors, employing a combination of centrally managed model strategies and locally managed portfolios with discretionary and non-discretionary mandates.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

James M

CFP®, Series 63

King Of Prussia, PA

Apollon Financial, LLC

James Mcgowan is a CFP® professional with 11 years of industry experience. He has worked at The Marshall Financial Group, Inc. for 10 years before joining Apollon Financial, LLC, where he currently serves as an advisor. He is also the chapter president of a Business Networking International group, leading weekly meetings and welcoming visitors. Apollon Financial provides investment advisory, financial planning, and retirement-plan fiduciary services to individuals, families, trusts, businesses, and pooled vehicles. The firm manages approximately $890 million in discretionary assets and combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, tactical adjustments, and tax-aware techniques.

Wealth management ESG / Sustainable investing Tax-loss harvesting Liquidity event planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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