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

16

of 29 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

79

High

Average account size

$1,151,989

About

Apollon Financial serves individuals (including high‑net‑worth clients), families, family offices, trusts, businesses and retirement plans, providing comprehensive financial planning, discretionary and non‑discretionary portfolio management, retirement‑plan advisory and consulting services. The SEC‑registered advisor manages over $1.4 billion in client assets and delivers services through a network of investment advisor representatives who may operate under DBAs (for example, Foxen Financial and Apollon‑CenterPoint).

The firm combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios where IARs retain primary portfolio decision authority and local oversight from a Due Diligence Sub‑Committee, and it also allocates to third‑party Sub‑Managers and model portfolios. Apollon Financial employs long‑term diversified approaches alongside tactical and tax‑sensitive techniques, maintains ESG‑focused model options and Direct Indexing overlays, and uses AI‑assisted research and modeling as a supplement to human oversight.

What is distinctive about Apollon Financial is its corporate and operational integration with a family of affiliated advisers under Apollon Holdings—Apollon both refers clients to and provides back‑office and sub‑advisory support to affiliated RIAs (including named affiliates such as Terra Wealth Management and BH Asset Management) and may use affiliated models. The firm also operates multiple offices, participates as a sponsor of wrap‑fee program offerings (see its separate Wrap Fee Brochure), and makes available access to alternative and private investment structures through third‑party platforms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Financial planning fees can be charged as one-time fixed fees, annual fixed fees, or percentage of assets, as agreed.

Commissions

Some IARs are licensed insurance agents and/or registered representatives of LPL Financial, earning commissions on insurance and securities sales.

Project-based

Hourly charges may apply but specific amounts not clearly stated.

Other

Account minimum: $250,000 Fee-only: Fees typically start at $5,000 for financial planning and can exceed $50,000 depending on scope and complexity.

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 · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · 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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
user avatar

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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
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.

Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Liquidity event planning Founder/Business Owner Executive Mid-Career Professionals
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