Welcome to
Apollon Wealth Management
At Apollon, we offer comprehensive, fiduciary-led financial planning designed to align thoughtful investing with long-term financial planning goals.
Years Combined Investment Committee Experience
Proprietary Investment Strategies
Private Investment Opportunities
Third-Party Strategies Available
Year CIO Experience Across Multiple Market Cycles
What to Expect from Apollon
From day one, your experience is guided by a dedicated advisor, an investment committee with deep experience, and a planning process designed around you.
With Apollon, you gain access to:
Planning Beyond the Portfolio
Before we recommend a single investment, we map your complete financial picture, including cash flow, taxes, estate considerations, long-term goals. Recommendations are designed to serve a defined role within your overall strategy.
Collaborative Expertise
At Apollon, financial planners, investment committee members, tax strategists, and insurance specialists all work together on your behalf. Your advisor helps with thoughtful coordination and continuity to align each element into a cohesive strategy.
Fiduciary Guidance
We operate under a fiduciary standard - transparent objective advice that focuses on your best interest without hidden agendas. Every recommendation we make is because we genuinely believe it serves you.
Broad Investment Platform
Your investment strategy is built around your financial plan, supported by our institutional-grade platform that includes over 100 proprietary strategies and more than 100 third-party managers, and access to alternative investments, including private markets.
Apollon Wealth Management empowers individuals, families, and business owners to support greater clarity and informed decision-making in every stage of their financial journey. Through intentional, client-first financial planning, Apollon aims to deliver collaborative strategies that enrich lives and align wealth with purpose.
The People Behind Your Plan
Apollon was built by advisors who believed the financial planning industry could do better, not just for high-net-worth clients, but for anyone serious about their financial future. In this video, you'll hear directly from Apollon advisors about our approach to client relationships.
"We built Apollon to enrich the lives of clients across the income spectrum through collaborative financial planning and sound guidance."
— Michael Dolberg, CEO, Apollon Wealth Management
Meet the Team
Michael Dolberg
CEO
Robert H. Gorman
Founding Partner & Chief Development Officer
Eric Sterner
Chief Investment Officer
Bob Ruelle
SVP of Financial Planning
Heather Kelly
CEO of Advisor Insurance Solutions
A Planning Process That Creates a New Financial Horizon Amplified by Investment Excellence, Purposefully Integrated
Resources for the Road Ahead
Our Investment Committee and advisors publish regular commentary on markets, planning strategies, and the decisions that matter most at every stage of your financial journey.
Your investment strategy is designed around your financial plan. With over 125 years of combined experience, our Investment Management team delivers access to institutional-quality investments with rigorous selection and ongoing monitoring of a curated group of investment managers.
Smart Investing Deserves a Smarter Framework.
Ready to Meet Your Team?
During your first call with an Apollon advisor we'll walk through your transition, answer your questions, and start building the foundation for your financial plan.
Frequently Asked Questions
Below are some common questions we've heard recently from clients. If you have other questions or would like to go deeper, don't hesitate to reach out!
Investment decisions are governed by Apollon's Investment Committee, a group of ten seasoned professionals with over 250 years of combined experience. The committee is led by Chief Investment Officer Eric Sterner, who brings 30 years of experience across multiple market cycles and previously co-managed over $65 billion in AUM at PGIM. Your advisor manages the relationship; the committee adds institutional rigor behind every portfolio decision.
At minimum, we conduct a structured annual review to revisit your plan, portfolio, and any changes in your life or goals. Most clients meet more frequently, especially during periods of transition or financial complexity. At the start of the relationship, we connect more often to build a strong foundation together. You'll also receive quarterly market updates directly from our Chief Investment Officer complemented by other communications throughout the year.
At Apollon, you are moving into a fully integrated wealth management experience. You gain a dedicated advisory team coordinating financial planning, tax-aware portfolio strategy, estate considerations, and insurance and risk management under one cohesive, collaborative framework. You also gain access to expanded investment capabilities, including proprietary offerings, third-party strategies, and alternative and private market investments. Also, you along with every other client will work directly with a dedicated fiduciary-first advisor regardless of account size who’s objective is help you achieve clarity, control, and confidence across every stage of your financial journey.
No. We begin every client relationship with a comprehensive financial plan, and your portfolio is built from that plan. Apollon manages over a hundred proprietary strategies, the majority investing directly in individual stocks. Beyond those, we offer access to more than 100 third-party strategies and over 100 alternative investments. While ETFs and mutual funds are part of the toolkit, they are not the only assets Apollon invests client assets into. Our objective is to deliver a precision-built, institutional-grade portfolio engineered around your objectives, risk parameters, and tax profile—not a standardized template.
Yes, and we have multiple strategies designed specifically for this. Apollon offers several solutions for clients with concentrated positions and low cost basis, including approaches that can help achieve diversification, hedge against concentration risk, or generate liquidity without triggering immediate tax consequences. For positions with substantial unrealized gains, we can implement multi-year transition plans. Before recommending anything, we assess your investment objective, and risk profile suitability , and overarching goals to determine the most appropriate path.