WHEATON, Ill.--(BUSINESS WIRE)--A new wealth management firm has launched in Wheaton, IL. Apollon Financial, LLC’s founding wealth management advisor is Brad Schaffnit, who will serve as Managing Director. He is joined by a dedicated team who share his passion for pioneering a new standard for financial wellness.
“I could not 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 standard for financial wellness.”
Brad has been in the financial services industry since 2001, with a goal of providing individuals and families with customized investment management services, estate planning tools, asset protection and risk management advice. He also has experience in corporate business succession planning, employee and executive benefit plans and strategies and retirement planning. His experience in portfolio management and results-driven performance analytics creates a strong foundation for the Apollon Financial team to focus on doing what’s best for clients at all times, creating individualized 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 desire most. We can’t wait to see what the Apollon Financial team achieves for their clients.”
Apollon Financial, LLC is owned by Apollon Holdings, LLC and is an affiliate of Apollon Wealth Management, which launched in 2018. Apollon Financial allows clients access to LPL Financial custody, and advisors access to LPL’s business development framework.
For more information on Apollon Financial, visit their website at www.apollonfinancial.com.
About Apollon Financial
Apollon Financial works with people to identify the unique building blocks that will form their desired financial future. Piece by piece, Apollon financial takes the time required to create a strong foundation for a clearly designed financial plan, including quality products and services for each individual.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Apollon Financial, a registered investment advisor. Apollon Financial, LLC is a separate entity from LPL Financial. Apollon Wealth Management, Apollon Holdings, LLC is not affiliated with LPL Financial.
