WHEATON, Ill.–(BUSINESS WIRE)–A new wealth management firm has launched in Wheaton, IL. Apollon Financial, LLC is co-founded by wealth management consultant Brad Schaffnit, who serves as Managing Director. He is joined by a dedicated team that shares his passion for setting a new standard in financial well-being.
“I couldn’t be more excited to launch Apollon Financial with a team that is committed to the financial success of our clients,” said Schaffnit. “At Apollon Financial, clients have direct access to professional financial planning in a hybrid world. We look forward to changing the direction of wealth management and introducing a new standard for financial wellness.
Brad has been in the financial services industry since 2001, providing investment management services, estate planning tools, asset protection and risk management advice to individuals and families. He also has experience in corporate business continuity planning, employee and executive compensation plans and strategies, and retirement planning. His expertise in portfolio management and results-based performance analysis provides a strong foundation for the Apollon Financial team to always focus on doing what is best for clients, creating personalized and targeted wealth management solutions.
“We are thrilled to have Brad and his team join the Apollo family,” said Mike Dolberg, founding partner and CEO of Apollon Holdings, LLC. “Brad shares our goals of elevating wealth management, building strong relationships with clients, and providing them with the foundation for financial independence and success they desire. 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 launched in 2018. Apollon Financial gives clients access to LPL’s financial storage and advisors access to LPL’s business development system.
For more information about Apollon Financial, visit their website at www.apollonfinancial.com.
About Apollon Financial
Apollon Financial works with people to identify the unique building blocks that build their desired financial future. Piece by piece, Apollon Financial takes the time necessary to build a strong foundation for a well-designed financial plan, including quality products and services for everyone.
Securities offered through 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.