Apollon Wealth Management Expands to New York with Acquisition of C.J. Lawrence®, Adding 160 Years of Investment Expertise
Summary
This strategic expansion strengthens Apollon’s investment capabilities and establishes its presence in the nation’s largest financial market. Apollon set out to change the retail model for investments away from a focus on products to one that is client-directed and driven by a comprehensive financial plan. With exceptional white-glove service, Apollon has created an independent organization with the sole mission of enriching the lives of others through collaborative financial planning and guidance. With passion and purpose, Apollon has created a destination platform for advisor independence built with a seamless client transition process. Driven to expand the firm’s footprint, Apollon possesses an open architecture environment and a centralized back-office that unifies advisor integration, onboarding, and acquisition.
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