WHEATON, Illinois–(BUSINESS WIRE)–October 26, 2022–
A new wealth management company has launched in Wheaton, IL. Apollon Financial, LLC’s founding wealth advisor is Brad Schaffnit, who will serve as Managing Director. He is joined by a dedicated team who share his passion for shaping a new standard in financial wellness.
“I couldn’t be more thrilled to launch Apollon Financial alongside a team so committed to the financial success of our clients,” said Schaffnit. “At Apollon Financial, clients will have direct access to professional financial planning in a hybrid world. We look forward to changing the course of wealth management and pioneering a new normal in financial wellness. »
Brad has worked in the financial services industry since 2001, with the goal of providing individuals and families with personalized investment management services, estate planning tools, asset protection and risk management advice. He also has experience in corporate succession planning, employee and executive benefit plans and strategies, and retirement planning. His experience in results-driven portfolio management and performance analysis creates a solid foundation for the Apollon Financial team to focus on what is best for clients at all times, creating customized and purpose-built wealth management solutions.
“We are thrilled to have Brad and his team join the Apollon family,” said Mike Dolberg, founding partner and CEO of Apollon Holdings, LLC. “Brad shares our goals of elevating wealth management, building strong connections with clients, and providing them with the financial independence and foundation for success they most desire. Apollon Financial’s team will realize for its clients.
Apollon Financial, LLC is owned by Apollon Holdings, LLC and is a subsidiary of Apollon Wealth Management, which was launched in 2018. Apollon Financial provides clients with access to LPL’s financial custody and advisors with access to the framework of business development of LPL.
For more information about Apollon Financial, visit their website at www.apollonfinancial.com.
About Apollo Financial
Apollon Financial works with people to identify the unique building blocks that will shape their desired financial future. Piece by piece, Apollon Financial takes the time necessary to create a solid foundation for a clearly designed financial plan, including quality products and services for each individual.
Securities offered by LPL Financial, member FINRA/SIPC. Investment advice provided by Apollon Financial, a registered investment adviser. Apollon Financial, LLC is a separate entity from LPL Financial. Apollon Wealth Management, Apollon Holdings, LLC is not affiliated with LPL Financial.
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CONTACT: Sam Marinell on behalf of Apollon Financial
610-246-9928
KEYWORD: ILLINOIS UNITED STATES NORTH AMERICA
KEYWORD INDUSTRY: FUNDING OF PROFESSIONAL SERVICES
SOURCE: Apollon Financial, LLC
Copyright BusinessWire 2022.
PUBLISHED: 10/26/2022 12:12 PM/DISC: 10/26/2022 12:12 PM
Copyright BusinessWire 2022.