Apollon Wealth Management, LLC

06/18/2026

Our team is growing! Please join us in welcoming Matthew Baltuch to Apollon Wealth Management.

Matthew brings more than 34 years of experience in wealth management and financial planning, with a career that includes leadership roles at Steward Partners, Morgan Stanley, Smith Barney, and Merrill Lynch. He is based in Florham Park, NJ.

We're excited to have him on the team.

Apollon Wealth Management, LLC (Apollon)is pleased to welcome Matthew Baltuch as a Wealth Management Advisor based in Florham Park, NJ. Matthew brings more than 34 years of experience across wealth...

06/18/2026

Please help us welcome TerraWealth to the Apollon family! Scott Leonard, Joshua Mauk, and an experienced team of advisors and professionals spanning the Carolinas, Midwest, Southwest, and Texas are joining us — deepening a partnership years in the making.

Apollon Wealth Management is your financial planning partner, with professional financial advisors located all throughout the country. Find an expert advisor today.

06/17/2026

Most business owners put enormous energy into preparing for a sale but little time thinking about the years that come after it.
- What happens to your income without the business?
- How much of the sale price do you keep after taxes?
- Is your estate plan ready for a liquidity event of this size?

The sale is not the finish line. Plan for what comes next.

06/15/2026

Your business is likely your most valuable asset, but it shouldn't be your entire financial strategy.

When personal wealth, retirement, and legacy all hinge on one outcome, the margin for error shrinks to zero. Building a plan that extends beyond the business creates more flexibility, more options, and more control over what comes next.

Plan beyond the business.

https://apollonwealthmanagement.com/wealth-management/ -services

06/12/2026

Did you know there are more private equity funds than there are McDonald’s locations worldwide?

As Apollon continues expanding private market investment opportunities, Managing Director Rob Wolfe hosted Dave Allen of KKR and Ivan Rella of CAIS last week to provide ongoing education to our team on the evolving influence of private equity -- and how we impact clients’ portfolios.

The discussion also explored opportunities across infrastructure, artificial intelligence, professional sports, and the growing GP stakes market, while reinforcing the strength of Apollon’s partnerships and our commitment to bringing institutional-quality solutions to advisors and clients.

Thank you to KKR and CAIS for sharing their expertise and helping facilitate meaningful conversations around the future of investing.

06/12/2026

Four years in a row: same commitment, same standard.

Apollon has been named one of USA Today's top advisory firms nationally for the fourth consecutive year, recognition that reflects a focus on coordinated planning that connects every part of a client's financial life.

Discover what makes our firm stand out.
https://welcome.apollonwealthmanagement.com/

06/11/2026

Is the AI rally another dot-com bubble?

Chief Investment Officer Eric Sterner doesn't think so, pointing to earnings growth closely tracking market returns over the past five years as a key difference from the late 1990s, when valuations were stretched far beyond what earnings could support. He shared his perspective on Bloomberg Surveillance Radio, where he also weighed in on Friday's SpaceX IPO.

Listen to the full clip below.

06/11/2026

We have some exciting news to celebrate!

Our very own Mike Herman has been named a Wealthies Finalist for Chief Compliance Officer of the Year and we couldn't be more proud.

Mike's commitment to doing things the right way is something we admire every single day. This recognition is a wonderful reminder that great work doesn't go unnoticed. Congratulations, Mike - this one's for you!

06/09/2026

Retirement doesn't always go as planned and for many retirees who relocated to Florida, the dream didn't quite match reality.

Apollon Advisor Owen Malcolm was quoted in Kiplinger on the growing "half-back" relocation trend, advising retirees to do their homework before making another big move: "Don't pick up and move somewhere else without kicking the tires."

Before making a second major decision, it pays to take your time.

https://www.kiplinger.com/retirement/happy-journey/retired-to-florida-and-hate-it-here-is-your-half-back-escape-plan

06/08/2026

Our co-founder Rob Gorman has a unique origin story and he's sharing it in Barron's Advisor.

Before building Apollon into a multibillion-dollar RIA, Rob was a child actor in Hollywood, with roles in films like "Don't Tell Mom the Babysitter's Dead" and a recurring part on "Falcon Crest."

In his Barron's byline, he shares four lessons from that first career that still shape how he thinks about financial advising today - including why preparation, adaptability, and resilience matter just as much on set as they do with clients.

Read more: https://www.barrons.com/advisor/articles/rob-gorman-child-actor-financial-advisor-a42a2b39