Apollon CIC Group

Business Details

Your Partner in Holistic Financial Planning

Apollon CIC Group is a financial advisory firm dedicated to empowering individuals and families to achieve financial independence through personalized, holistic planning. Our team of experienced professionals takes a client-centric approach, focusing on education, transparency, and long-term relationship-building to help clients navigate complex financial decisions. With decades of combined industry experience, we specialize in crafting customized strategies that align with individual goals, values, and risk profiles. Our commitment to objectivity is demonstrated through our fee-only structure, which eliminates conflicts of interest by avoiding commission-based products. We pride ourselves on proactive communication, local investment decision-making, and a seamless service model that prioritizes client comfort and confidence.

Our advisors regularly contribute to leading financial publications, reinforcing our position as thought leaders in wealth management. By integrating investment management, retirement planning, tax strategies, and legacy planning, we help clients build a comprehensive roadmap toward financial security. Our team extends beyond our firm to collaborate with trusted legal and accounting professionals, ensuring holistic solutions for complex financial needs. We maintain strict fiduciary standards while limiting client numbers to ensure personalized attention and responsive service. Through this approach, we aim to create multi-generational relationships built on trust, expertise, and shared success.

Services

Financial Planning Wealth Management Retirement Planning Estate Planning Investment Advisory Tax Strategies Risk Management Legacy Planning

Highlights and features

We offer 100+ combined years of financial advisory experience
Our fee-only structure ensures objective, commission-free advice
We provide personalized portfolio construction based on individual needs
Our advisors contribute to leading financial publications like Forbes
We maintain fiduciary responsibility with proactive client education

Website

Update Listing

Services

Financial Planning

Our financial planning service creates customized roadmaps to help clients achieve long-term financial goals. We analyze individual circumstances, risk tolerance, and objectives to develop comprehensive strategies covering investment management, retirement planning, and tax optimization. The process includes regular portfolio reviews and adjustments to maintain alignment with evolving life circumstances, ensuring clients maintain confidence in their financial future through transparent, education-focused advisory relationships.

Wealth Management

Wealth management services focus on optimizing financial resources through personalized investment strategies. Our approach combines local market expertise with rigorous research to construct diversified portfolios matching clients' risk profiles and time horizons. We emphasize value investing principles while maintaining transparent fee structures and direct access to portfolio managers, ensuring clients understand their investments and benefit from proactive decision-making that adapts to changing market conditions.

Retirement Planning

Retirement planning services help clients prepare for financial security in their post-career years. We develop customized strategies considering income needs, tax implications, and lifestyle goals through comprehensive projections and scenario analysis. Our approach integrates investment management with estate planning considerations, ensuring clients can maintain their desired standard of living while minimizing tax exposure and creating sustainable income streams for retirement.

Estate Planning

Estate planning services focus on preserving wealth for future generations while minimizing tax liabilities. We collaborate with legal professionals to create comprehensive plans addressing asset distribution, succession strategies, and charitable giving. Our approach ensures clients' wishes are honored through coordinated investment, insurance, and legal documentation strategies that protect family wealth and facilitate smooth transitions across generations.

Investment Advisory

Our investment advisory service provides professional portfolio management tailored to individual client needs. Using a value investing approach, we identify market opportunities while maintaining rigorous risk management standards. Clients receive direct access to decision-makers and regular portfolio updates through our proactive communication framework, ensuring investment strategies remain aligned with financial goals while benefiting from locally-driven research and analysis.

People

Ryan Wibberley

Wealth Management Advisor

Ryan Wibberley combines financial expertise with personalized service to help clients achieve long-term wealth goals through strategic investment planning and portfolio management.

Michael Fein

Wealth Management Advisor

Michael Fein specializes in creating customized financial solutions, focusing on retirement planning and tax-efficient investment strategies to help clients build sustainable wealth.

Frank Cappadora

Managing Director

Frank Cappadora leads strategic initiatives with extensive industry experience, ensuring clients receive comprehensive financial planning services aligned with evolving market conditions.

Andy Smith

Wealth Management Advisor

Andy Smith provides tailored wealth management solutions, emphasizing portfolio diversification and long-term financial security through proactive client education.

Rich Sebastian

Wealth Management Advisor

Rich Sebastian focuses on holistic financial planning, helping clients navigate complex investment decisions while maintaining transparent, fiduciary-driven relationships.

Questions

What financial planning services do you offer?

We provide comprehensive financial planning covering investment management, retirement strategies, tax optimization, estate planning, and legacy solutions tailored to individual client needs.

How are your investment advisory services structured?

Our investment advisory services use a value investing approach with locally-driven research, transparent fee structures, and direct access to portfolio managers making investment decisions.

Do you work with specific client types?

We serve individuals, families, professionals, and business owners across all wealth levels, creating customized solutions that address unique financial circumstances and goals.

How do you charge for financial planning services?

We operate a fee-only structure with no commissions, ensuring objective advice where compensation remains independent of investment strategy implementation decisions.

What makes your approach different from other advisors?

Our approach combines local market expertise, proactive communication, personalized education, and a fiduciary commitment to client interests through our Seamless and Proactive service model.