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Alan H

CFP®, Series 63

Denver, CO

Apollon Wealth Management, LLC

Alan Holman is a CFP® with 28 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2021. He previously worked at Cascade Financial Management for nine years and has operated his own practice, Alan Holman CFP, since 2010. Outside of advisory roles, he is involved in independent contracting through his personal holding company, ADH Wealth Management. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed investment strategies with locally managed portfolios and offers services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a range of asset classes and tax management strategies.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew W

Series 63, Series 65

Denver, CO

Apollon Wealth Management, LLC

Matthew Workman is a financial advisor at Apollon Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and Moloney Securities. His professional role focuses on wealth management advisory services. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a variety of investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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