LPL Financial – Custodian and Independent BROKER DEALER

A custodian is the firm that takes physical possession of your assets, processes transactions, collects dividend and interest payments, makes distributions to you or a designated party and produces monthly statements that document holdings, cost basis and current market value. The custodian that has physical possession of your assets should be a highly regarded brand name that you have researched. To that end, Apollon Wealth Management has chosen LPL Financial as its primary custodian. LPL is one of the largest custodians* in the industry, with advisory and brokerage assets of $1.7 Trillion as of December 2024.

*Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report)

Apollon Financial – A Registered Investment Advisor

As part of a client-focused approach, Apollon Financial provides personalized financial guidance, comprehensive planning services, and dedicated support to help individuals pursue long-term financial wellness. Apollon was established to expand access to these resources and enhance the client experience. Today, our advisors work with individuals and families across the country—meeting virtually or in person—to understand their unique goals, timelines, and risk tolerance, and to build tailored strategies that reflect their distinct financial priorities.