A complete list of active advisors currently associated with Apollon Financial, LLC

Warmer can help you find a great advisor at Apollon Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Apollon Financial, LLC, 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.