At Apollon, we’re dedicated to being the best at what we do, and it starts with achieving and maintaining nationally recognized accreditation standards for expertise across the spectrum of financial services. At Apollon we aim higher so in addition to earning these important professional credentials, we’re invested in having our team members pursue their own learning and professional development goals too. No matter how unique your investment need may be, our team is equipped to address your situation.
CFP® | Certified Financial Planner®
The CFP® designation is for those who wish to offer fee-based financial planning, traditionally in the tax, legal or investment professions. Its curriculum contains five core courses that cover investment planning, insurance planning, estate planning, tax planning, retirement planning, education planning and ethics and the financial planning process. The mark is offered and governed by the Certified Financial Planner® Board of Standards in Washington, D.C.
ChFC® | Chartered Financial Consultant®
The ChFC® credential designation has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning. The biggest difference is that it does not require candidates to pass a comprehensive board exam, as with the CFP®.
AEP® | Accredited Estate Planner®
Awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation and character, the AEP® designation helps clients understand the team concept of estate planning. The designation is available to credentialed professionals actively licensed or certified as accountants, attorneys, insurance and financial planners, philanthropic advisors or trust officers who hold one or more of the following credentials — CAP®, CFA, CFP®,ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST – and are devoting at least a third of one’s professional time to estate planning.
CLU® | Chartered Life Underwriter®
The CLU® designation has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes. Its curriculum includes required courses in fundamentals of insurance planning, life insurance law, individual life insurance, fundamentals of estate planning and planning for business owners and professionals.
RICP® | Retirement Income Certified Professional®
The RICP® designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. It enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client’s retirement.
MSFS | Master of Science in Financial Services
Financial planning professionals who earn a MSFS know how to work effectively with high net worth clients and better integrate ethical considerations into the financial planning process. They are expert in the wealth accumulation process and understand how to work with business owners to develop compensation, succession planning and retirement strategies and how to guide individuals in tax minimization, retirement planning and estate planning.
CASL | Chartered Advisor for Senior Living
CASL is a professional designation for financial advisors who have demonstrated a commitment to helping middle-aged and older clients achieve and preserve financial security through wealth management, wealth preservation and wealth transfer planning.
CLTC® | Certification for Long-term Care
CLTC® educates professionals in insurance, financial services, law and accounting about the severe consequences a need for long-term care would place on the emotional, physical and financial well-being of those their client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them and when appropriate, recommend long-term care insurance as that plan’s funding source.
At Apollon we’re proud to participate in leading organizations that represent the best in our industry. Through our membership, our experience and insights, together with those of fellow members, contribute to the standards of knowledge, conduct and service that define professionalism and excellence. We take pride in our work and strive to lead by example.
MDRT | Million Dollar Round Table
Founded in 1927, MDRT, The Premier Association of Financial Professionals®, is a global, independent association of more than 62,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 69 countries. Its members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
NAEPC | The National Association of Estate Planners & Councils
NAEPC was formed in 1962 and incorporated in 1963 as a nonprofit business league by 13 estate planning leaders from nine councils. The association’s core belief is that the team concept of estate planning best serves the client. Each program, benefit and service is developed with this single value in mind.
The NAEPC boasts over 260-member estate planning councils and provides services to their estimated 29,0000 individual members. In addition, the association has nearly 1,800 active Accredited Estate Planner® (AEP) designees with representation in nearly every state of the country. Professional are typically within the accounting, insurance, legal, trust services or financial planning fields, all with a focus on estate planning. All individuals obtaining the AEP designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.
NAIFA | National Association of Independent Fee Appraisers
NAIFA is an association of professional real estate appraisers committed to the support of its members, for a service of trust and integrity that benefits the members, the profession, and the general public.
The association’s objectives are to raise the standards of the appraisal profession, exchange experiences and ideas to the betterment of the profession and the public, maintain and encourage a code of ethics of the highest standards for members, gain recognition for its members as qualified professionals, encourage educational pursuits for members in attaining a high standard of proficiency in their chosen specialty and promote fellowship among appraisers.
The Association was founded in 1961 as a nonprofit association of professional real estate appraisers. Today, NAIFA has chapters throughout the United States and Canada.
To be the best advisor to our clients, we work with leading custodians such as Fidelity, Raymond James and Schwab, in order to be able to select from a broad array of products and services to meet your unique investment needs. We’ve also chosen leading technology platforms to support best-in-class execution of wealth management with accessibility, privacy, efficiency and client collaboration in mind.
Charles Schwab
Schwab’s three main business segments are structured to meet client needs – removing complexity but not the quality and sophistication of investment solutions.
Investor Services provides brokerage to millions of individuals who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.
Advisor Services provides trading, custody, and technology practice management and other support services to nearly 7,000 independent investment advisors.
Both segments offer financial products and services developed by Charles Schwab Investment Management Inc., the investment advisor for Schwab’s proprietary funds, as well as an extensive selection of third party products. They offer advice solutions, including separately managed accounts, customized personal advice for tailored portfolios, specialized planning and full-time portfolio management.
Retirement Plan Services provides comprehensive 401(k) plan services to employers and plan sponsors, including a range of plan types, investment solutions, trust and custody services and recordkeeping.
eMoney Advisors LLC
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.
In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions.
eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 100 of the nation’s most successful broker/dealers and many of the nation’s leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities and win the confidence and loyalty of the clients they serve.
Fidelity
We believe in making the complex, simpler—whether you work with us in person, on the phone, or online. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.
HiddenLevers
HiddenLevers is a risk technology platform, providing next-level applications, analytics and economic research for the wealth management space. With over $200 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at financial advisors, asset managers, compliance teams and corporate treasuries. The cloud-based platform includes a cutting-edge macro-scenario library, portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. HiddenLevers remains a self-funded company, headquarted in Atlanta, Georgia.
Orion
Since 1999, Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so the firm built the solution. It comes up with innovative, advanced solutions to problems advisors face every day. The firm currently serves $375 billion in Assets Under Administration and over 950 advisory firms.
Raymond James
Tailored financial advice for a life well planned. While you may not be running an architectural firm, tending hives of honeybees and mentoring a teenager – your life is just as unique. Backed by sophisticated resources, a Raymond James financial advisor can help you plan for what’s important to you.