Lancaster, PA Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

2

Of 140 advisors across 67 offices

Location

28 E Roseville Rd., Suite B

Lancaster PA 17601

Advisors at this office

2

Advisors at this office

user avatar

James P

CFP®, Series 65

Lancaster, PA

Apollon Wealth Management, LLC

James Palys is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Apollon Wealth Management, LLC in Lancaster, PA, and has previously worked at RKL Wealth Management LLC and Wilkes University. Apollon Wealth Management serves a diverse client base, including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm provides comprehensive advisory services and employs a combination of fundamental and tactical investment approaches, supported by a network of investment adviser representatives and a platform structure that offers back-office and consulting services to other RIAs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
user avatar

Brayden C

CFP®, Series 65

Lancaster, PA

Apollon Wealth Management, LLC

Brayden Campbell is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at Apollon Wealth Management, LLC and was previously with RKL Wealth Management LLC for seven years. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm manages approximately $11.6 billion in assets, combining centrally managed model strategies with locally managed office portfolios, and offers services that include ESG risk-based models, Direct Indexing, and tax management tools.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")