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Daniel M
Series 63, Series 65
Braintree, MA
Apollon Wealth Management, LLC
Daniel Marnik is a financial advisor at Apollon Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Apollon Wealth Management in 2024, he worked at Royal Alliance Associates, Inc., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of financial advising, he owns and operates High Voltage Paintball. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-managers.
Daniel M
Series 63, Series 65, Series 66
Braintree, MA
Apollon Wealth Management, LLC
Daniel McCarthy is a financial advisor with Apollon Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and The Quincy Group, Inc., where he served for over two decades. He is also an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic specializing in substance abuse and mental health treatment. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio management approach, integrating both fundamental and tactical investment strategies along with tax-aware tools and alternative investment options.
James A
CFP®, Series 66
Briantree, MA
Apollon Wealth Management, LLC
James Almquist is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Apollon Wealth Management, LLC and previously spent eight years with Royal Alliance Associates. Almquist is also involved with The Quincy Group, Inc., where he provides financial advisory services. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed office portfolios and offers specialized services including ESG risk-based models, Direct Indexing with ESG overlays, and tax management tools.
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