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Columbia wealth management firm joins Charleston firm

Banking & Finance
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J.E. Wilson Advisors LLC, a fee-only financial planning and investment management firm in Columbia, has joined Apollon Wealth Management LLC, a Charleston-based provider of wealth management solutions.

“We’re excited about the addition of J.E. Wilson Advisors,” said Robert Gorman, chief operating officer and founding partner of Apollon Wealth Management. “This partnership builds upon our commitment through individualized client care that cultivates trusted relationships and crafting specialized plans to achieve financial goals.”

Clients of J.E. Wilson Advisors will gain access to Apollon Wealth Management’s support through this agreement, according to a news release.

“While we talked with a number of like-minded financial planning firms across the country, the firm with the best fit ended up being only a couple of hours away,” said James E. Wilson, J.E. Wilson’s founder. “We believe the depth of expertise Apollon Wealth Management provides will allow us to grow and respond to more complex client financial planning challenges.”

Reach Christina Lee Knauss at 803-753-4327.

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