Andrew Jaffee, CFP, RICP, CHSNC - Apollon Wealth Management

Just wrapping up an incredible few days in Miami at the Academy of Special Needs Planners Annual Conference, and heading back to Charleston with a notebook full of insights and a renewed sense of purpose.

Spending time with some of the brightest minds in special needs planning — attorneys, financial advisors, and advocates all working toward the same goal — is always a reminder of why this work matters so much. The families we serve deserve nothing less than our best, and events like this push us to keep raising the bar.

Grateful for the connections made, the conversations had, and the knowledge I’m bringing home. Now, back to Charleston to put it all into action.

Proud of our team, but this is just the outcome. The real story is the journey of how we got here, and where we will continue to go. Laser focused on how to best serve clients.

We’re proud to share that Apollon has been ranked #4 on USA Today’s 2026 Best Financial Advisory Firms list, our fourth consecutive year recognized nationally.

This recognition reflects what matters most to us: A disciplined, planning-first approach focused on long-term outcomes.

In a more complex and uncertain market environment, that commitment matters more than ever.

🔗 Learn more: https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

Excited for today’s Hopes & Dreams Conference by Family Connection of South Carolina in Columbia where we will share insights for “Empowering Independence: Special Needs Financial Planning”!

Happy Match Day and congratulations to all the amazing medical students who have worked tirelessly to reach this milestone!

The world needs compassionate and skilled healthcare providers like you. Best of luck on this incredible journey! 🎉👩‍⚕️👨‍⚕️

Incredible how significant our impact has been in just 6 years!

Apollon Holdings Strengthens National Presence in 2023 Expansion - Apollon Wealth Management In 2023, Apollon Holdings significantly expanded its national presence and nearly doubled its assets under management to over $6 billion. The growth was fueled by strategic acquisitions, including Catalyst Wealth...

Meet Ophelia, the Apollon-sponsored service dog. She’s a cutie!

Earlier this week team members from the Charleston office had the chance to meet Ophelia, the Apollon sponsored service dog in training. We are so grateful to Bethany Leighton, Executive Director of Canines for Service for bringing her to visit! We miss her already and look forward to seeing her again soon!

A good article highlighting a few techniques to mitigate the risk of concentrated stock…..

For a Concentrated Stock Position, Ask Your Adviser This - Apollon Wealth Management Founding Partner and COO Robert Gorman examines the risks and benefits of having concentrated stock positions in his recent Kiplinger piece. He offers additional strategies investors can employ to avoid...

Are we facing DEglobalization? Or simply REglobalization? Interesting piece...

Reshoring supply chains: What does it mean for investors? Many companies are taking big steps reshoring their supply chains, placing a renewed focus on reliability and robustness over cost and efficiency.

Many of my conversations around inflation have made reference to the crazy price increases of eggs. This chart puts that in perspective. Thanks avian flu!