A complete list of active advisors currently associated with Apollo Wealth Management, Ltd.

Warmer can help you find a great advisor at Apollo Wealth Management, Ltd. or one who fits your needs even better.

Apollo Wealth Management, Ltd. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment advisory services to individuals, families and estates. Its planning services cover cash flow, retirement, tax and estate considerations, and its advisory work focuses on publicly available securities such as mutual funds, ETFs and fixed-income instruments. The firm’s investment approach is informed by a macro view of the global economy and Modern Portfolio Theory, with an emphasis on low-cost, tax‑efficient investments and disciplined asset-allocation. Portfolios are implemented and monitored with prior client approval; the firm does not exercise discretionary trading authority and uses signed Investment Policy Statements to document client restrictions and objectives, obtaining limited power of attorney only for account information and, when authorized, to implement client‑approved trades. What distinguishes the firm from many solo independent advisers is its primarily non‑discretionary model and a relatively small client roster with substantial assets under management, suggesting more individualized engagement per client. The firm’s principal holds CFP certification and has prior private‑client experience and academic teaching roles; firm policies also prohibit cross‑trading, eschew soft‑dollar arrangements and commissions, and the firm does not act as custodian of client assets.

To learn more about the advisors currently working at Apollo Wealth Management, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.