About CIC Wealth of Apollon

CIC Wealth of Apollon takes a holistic approach to financial planning. We are here to help you design a strategy and educate you about your investments to help you feel more confident now and in the future. Through our transparent approach, our team is dedicated to helping you design a Life Well Calculated™. In addition, CIC Wealth of Apollon stands out because our advisors have been featured or contributed insights to The Wall Street Journal, Forbes, and other financial publications

WE MAKE THE INVESTMENT DECISIONS

We perform our own research and make the investment decisions locally, rather than relying solely on pre-built asset allocation models from Wall Street firms.

FEES

We don’t earn commissions from the sale of investments. To be truly objective, we feel that our compensation should never be dependent upon which investment strategy we implement.

SEAMLESS & PROACTIVE

We deliver the highest level of service through what we call our Seamless and Proactive approach.

WHO WE ARE

At CIC Wealth of Apollon, we believe that strong companies build strong communities, and strong communities build strong companies

WHO WE SERVE

At CIC Wealth of Apollon, we believe that strong companies build strong communities, and strong communities build strong companies

TEAM

Our team of experts wants to help you balance your personal goals with your financial life by creating customized financial plans.