For the second consecutive year, the growing RIA maintained its national standing among 500 firms based on an independent survey of peers and clients
CHARLESTON, S.C., May 07, 2024–(BUSINESS WIRE)–For the second year in a row, USA Today has recognized Apollon Wealth Management, a leading Charleston-based financial advisory firm under Apollon Holdings, as one of the Best Financial Advisory Firms of 2024.
USA Today developed the list of America’s top 500 RIAs last year in partnership with market research firm Statista, as consumers continue to experience high inflation periods and uncertainty about whether the Federal Reserve will cut rates this year. The growth of assets under management and recommendations from clients and peers determine the rankings, which puts Apollon Wealth Management in the Top 100. This award highlights Apollon’s dedication to delivering meaningful financial services to clients across the country, cementing its position as a trusted leader in the industry.
“Receiving this recognition as one of the Best Financial Advisory Firms 2024 by USA Today for a second time is a great honor,” said Michael Dolberg, founding partner and CEO of Apollon Wealth Management. “We strive to help our clients feel secure and supported in their financial planning, holding true to our core values of stewardship, excellence, expertise, and integrity. We are fortunate to have expanded our partner network to nearly 20 states to deliver the best for our clients, and we look forward to continuing that momentum.”
Apollon Wealth Management ranked highest of five South Carolina firms on this year’s list and is one of three other firms from the Palmetto State in the $1 – $5 Billion AUM category. In January, Apollon announced they had nearly doubled their AUM to over $6 billion over the course of 2023.
To learn more about Apollon Wealth Management, visit https://apollonwealthmanagement.com/.
About Apollon Wealth Management
Apollon Wealth Management, LLC is a collaborative and transparent financial planning firm focused on aligning clients’ goals of growing and preserving their hard-earned wealth. Apollon set out to change the retail model for investments away from a focus on products to one that is client-directed and driven by a comprehensive financial plan. With exceptional white-glove service, Apollon has created an independent organization with the sole mission of enriching the lives of others through collaborative financial planning and guidance.
With passion and purpose, Apollon has created a destination platform for advisor independence built with a seamless client transition process. Driven to expand the firm’s footprint, Apollon possesses an open architecture environment and a centralized back-office that unifies advisor integration, onboarding, and acquisition. Apollon has offices across the country and continues to look for strategic partners nationwide. To learn more about Apollon, visit their website at www.apollonwealthmanagement.com.
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Sam Marinelli
Gregory FCA for Apollon Wealth Management
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