Braintree, MA Office

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 and has previously worked at Royal Alliance Associates, INC., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of finance, he owns and operates High Voltage Paintball on weekends. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, employing a combination of centrally managed strategies and locally managed portfolios across various asset classes.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Royal Alliance Associates and The Quincy Group, Inc., where he served for over two decades. Outside of his advisory work, he is an owner of Lionheart Behavioral Health Services, an outpatient counseling and therapy clinic focused on substance abuse and mental health treatment. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting, utilizing both centrally managed strategies and locally managed portfolios.

James Almquist is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2024. Prior to joining Apollon, he worked for eight years at Royal Alliance Associates. He is also involved with The Quincy Group, Inc., where he provides financial advice to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, employing both centrally managed and locally managed investment strategies across various asset classes and specialized client segments such as insurance companies and pooled investment vehicles.