Apollon Wealth Management expands with addition of Piershale Financial Group
In a significant move that adds depth and geographic reach to its financial offerings, Apollon Wealth Management has announced the integration of Piershale Financial Group into its rapidly expanding network of wealth management offices across the U.S. The new operation, dubbed Piershale Financial Group of Apollon, will operate as part of Apollon Wealth Management’s SEC-registered RIA firm. Apollon Wealth Management, a leading full-service wealth management firm, will equip Piershale’s clients with access to innovative investment solutions, an elite service team, and cutting-edge technology.
Piershale Financial Group: Chicago-based Wealth Management Firm
Located in the Greater Chicago region, Piershale Financial Group is a notable wealth management firm offering comprehensive financial strategies and solutions for its clients. The firm currently has eight employees and oversees $270 million in assets under management. Piershale is spearheaded by President Michael (Mike) Piershale, ChFC, RFC, who brings more than 30 years of expertise in retirement planning, estate planning, tax planning, and portfolio management to the Apollon network.
Additional Wealth Management Expertise
Joining Apollon Wealth Management alongside Piershale Financial Group are wealth advisors Ben Barzideh, ChFC, RFC, and Matt Nadeau, CFA, RFC. Together, they bring an additional 40 years of wealth management experience to the firm, adding depth to Apollon’s existing pool of financial experts.
Alignment of Missions and Client-Centric Focus
Michael Piershale praised Apollon Wealth Management’s client-focused philosophy: “Apollon’s philosophies align well with our mission to provide our clients with a deep bench of trusted and experienced professionals. We look forward to growing within the Apollon family and continuing to provide the excellent customer service our clients expect, augmented by Apollon’s vast resources.”
Mutual Benefit and Client Success
Michael Dolberg, founding partner and CEO of Apollon Wealth Management, expressed enthusiasm about the partnership: “Piershale brings deep client relationships and decades of sound financial advice that enhance Apollon’s commitment to building a foundation of success for our clients. We are excited to have them as a partner firm and believe their principles and dedication to clients will add tremendous value to our wealth management community.”
This strategic addition underlines Apollon’s commitment to offering holistic, innovative, and client-centric financial solutions, and positions both firms for enhanced growth and client service.