Hickory, NC Office

Apollon Financial, LLC is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, families, family offices, trusts, estates, businesses and retirement plans. The firm manages roughly $1.45 billion through a team of 16 advisors and provides financial planning, discretionary and non‑discretionary portfolio management, retirement‑plan advisory, and access to private and alternative investments.

The firm blends centrally managed model strategies overseen by an Investment Committee with locally managed, advisor‑led portfolios and the use of sub‑advisers. Investment options and tools include ESG risk‑based models, Direct Indexing and tax‑aware techniques such as tax‑loss harvesting, and Apollon supplements its research and monitoring with third‑party technology and generative AI tools.

Apollon’s business model is notable for features that are less common among similar team firms: it operates a multi‑office advisor platform (seven offices), is affiliated with other registered investment advisers within its holding company and makes affiliated models available, and it acts as a sponsor of wrap fee programs. The firm also supports held‑away account connectivity via a third‑party provider (Pontera), participates in multiple LPL advisory programs, and offers curated private investment vehicles (including life settlements and DSTs), which together create a broader platform mix than many peers.