Articles from Apollon Wealth Management
For the fourth year in a row, USA TODAY has named Apollon Wealth Management (Apollon) to its list of the Best Financial Advisory Firms, ranking the firm No. 4 overall in 2026. Developed in partnership with Statista Inc., the annual ranking highlights the top 1,000 registered investment advisory (RIA) firms nationwide, based on client and peer recommendations and growth in assets under management.
By Apollon Wealth Management · Via Business Wire · April 22, 2026

Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with the acquisition of C.J. Lawrence®, a boutique investment management firm with a long-standing reputation for serving high-net-worth clients and institutions. This strategic expansion strengthens Apollon’s investment capabilities and establishes its presence in the nation’s largest financial market.
By Apollon Wealth Management · Via Business Wire · March 4, 2025

Apollon Holdings, a leading financial services company, is excited to announce the addition of new advisory teams to Apollon Wealth Management and Apollon Financial. This furthers its commitment to personalized financial solutions and nationwide advisor support.
By Apollon Wealth Management · Via Business Wire · October 24, 2024

Apollon Wealth Management (Apollon) proudly announces North Carolina-based advisors, Wesley Davis and Jeff Wood, have joined the Adi Dassler International Family Office (ADIFO) of Apollon. Davis and Wood join ADIFO as a partner and senior relationship manager, respectively, and bring a collective three decades of experience to the firm.
By Apollon Wealth Management · Via Business Wire · October 11, 2023

Apollon Wealth Management (“Apollon”) is pleased to announce the addition of Piershale Financial Group (“Piershale”) to its growing network of wealth management offices across the U.S. The new DBA, Piershale Financial Group of Apollon, will be part of Apollon’s SEC-registered RIA firm. Apollon is a leading full-service wealth management firm and will provide Piershale clients with access to innovative investment solutions, an elite service team and cutting-edge technology.
By Apollon Wealth Management · Via Business Wire · August 23, 2023

Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a partnership. The new DBA, Catalyst Apollon, will be part of Apollon’s SEC-registered RIA firm. Apollon is a leading full-service wealth management firm, and as a result of this partnership, Catalyst Apollon clients will have access to a wealth management experience complete with innovative investment solutions, an elite service team, and cutting-edge technology.
By Apollon Wealth Management · Via Business Wire · May 24, 2023

Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer.
By Apollon Wealth Management · Via Business Wire · July 5, 2022