Idaho-based Tree City Advisors joins Apollon Wealth Management
December 14, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a leading wealth management solutions firm, announced the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit from the high-touch support that Apollon Wealth Management is known for, including comprehensive, curated, and client-focused asset management and planning services.
Tree City Advisors seeks to continue proudly growing its Idaho-based services while expanding its offerings to families across the nation. The Tree City Advisors team includes:
- Managing Director Brian Wiley
- Financial Advisor Alexandra Lundgren, AIF
- Financial Advisor & Portfolio Manager Jeremiah Bates
- Financial Advisor Nic Daniels
- Client Service Associate Sarah Carrico
- Client Service Associate Amanda Reynolds
“We’re thrilled about partnering with Tree City Advisors,” adds Michael Dolberg, founding partner and CEO of Apollon Wealth Management. “Their team shares our passion for customized, comprehensive client service based on fostering strong relationships and creating tailored plans to reach financial goals. Tree City Advisors is exactly the kind of practice we strive to align with as our firm grows.”
– BUSINESS WIRE
About Apollon Wealth Management
Financial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, including affluent individuals, families and business owners, in achieving their financial goals. We understand these goals represent more than financial and investment returns; it is about living the life you’ve earned and sharing your wealth. The fiduciary standard, where your interest is paramount, is also the Apollon standard.
