Business Details
Independent Financial Advisers in Pennsylvania
Apollo Wealth Management is an independent, fee-only firm dedicated to providing objective financial planning and investment advisory services. We prioritize client trust by maintaining transparency, avoiding conflicts of interest, and offering personalized strategies aligned with individual goals. With nearly 25 years of industry experience, our team specializes in addressing complex financial needs for traditional and non-traditional families, business owners, and corporate executives.Our approach combines behavioral finance insights with comprehensive analysis of cash flow, retirement planning, tax strategies, and estate planning. We emphasize education through seminars and public speaking engagements, empowering clients to make informed decisions. Our commitment to integrity is reflected in our CFP certification, academic contributions, and community involvement, including financial literacy initiatives and animal rescue advocacy.
Services
Financial Planning
Investment Management
Public Speaking Engagements
Corporate Executive Services
Retirement Planning
Estate Tax Strategies
Business Owner Solutions
Non-Traditional Family Planning
Highlights and features
- We are a fee-only firm with no product sales or commissions
- 25 years of experience in financial services and education
- Customized strategies for non-traditional families and business owners
- Certified Financial Planner (CFP) designation for professional standards
- Community-focused approach with financial literacy initiatives
Associations and certifications
- Certified Financial Planner Board of Standards, Inc.
Services
Financial Planning
We analyze your financial situation to develop strategies for short-term and long-term goals. Our services include retirement planning, tax minimization, estate planning, and insurance analysis. We provide clear, objective advice tailored to your unique circumstances, ensuring alignment with personal values and life objectives.
Investment Management
Our investment approach combines asset allocation with tax-efficient strategies. We select appropriate investments, implement economic forecasts, and use options for income enhancement. Ongoing monitoring ensures portfolios remain aligned with your goals while maintaining detailed records for accurate tax reporting.
Public Speaking Engagements
We deliver customized presentations on topics like stock options, college savings, and retirement planning. Our conversational style educates employees and community groups, addressing specific financial challenges while providing actionable insights for diverse audiences.
Corporate Executive Services
Specialized guidance for executives managing deferred compensation, stock options, and benefit plans. We help maximize employer-sponsored programs while integrating them into comprehensive financial strategies, ensuring compliance with evolving regulations and optimizing wealth-building opportunities.
Non-Traditional Family Planning
Tailored solutions for diverse family structures, including single parents, GLBT couples, and blended families. We address unique challenges in asset protection, estate planning, and legal considerations, ensuring your financial plan reflects your family's specific needs and goals.
People
Howard S. Haber
President
Certified Financial Planner with 25 years of experience. Former faculty member at Arcadia University and Wachovia Wealth Management VP. Specializes in behavioral finance, tax strategies, and estate planning. Active in community financial education and animal rescue.
Questions
What services does Apollo Wealth Management offer?
We provide financial planning, investment management, and specialized services for corporate executives, retirees, non-traditional families, and business owners.
Are you a fee-only financial advisor?
Yes, we are a fee-only firm that does not sell products or accept commissions, ensuring objective and unbiased advice.
Do you work with non-traditional families?
Yes, we specialize in addressing financial needs for diverse family structures, including single parents, GLBT couples, and blended families.
What qualifications do your advisors hold?
Our advisors hold Certified Financial Planner (CFP) designations and have extensive experience in financial services, education, and behavioral finance.
How do you approach investment management?
We use tax-efficient strategies, economic forecasts, and ongoing portfolio monitoring to align investments with your financial goals and risk tolerance.
