Transaction Overview

Apollon Wealth Management Expands to New York with acquisition of C.J. Lawrence, Adding 160 years of Investment Expertise

CHARLESTON, S.C.-- February 26, 2025 – Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with the acquisition of C.J. Lawrence, a boutique investment management firm with a long-standing reputation for serving high-net-worth clients and institutions. This strategic expansion strengthens Apollon’s investment capabilities and establishes its presence in the nation’s largest financial market.

With a legacy dating back to 1864, C.J. Lawrence has built a reputation for proprietary research, disciplined portfolio management, and a highly personalized approach to wealth management. The firm is led by Bernhard Koepp, who has over 30 years of experience building and managing broad-based asset management and wealth management businesses at both large institutions and independent advisory firms. The C.J. Lawrence team has over one hundred years of combined investment management experience.

“The addition of C.J. Lawrence marks a significant milestone for Apollon as we establish our presence in New York City,” said Michael Dolberg, founding partner and CEO of Apollon Holdings, the parent company for Apollon Wealth Management and its affiliate Apollon Financial. “Their team has built an exceptional legacy of investment management and client service, making them a natural fit for Apollon.”

“Joining Apollon Wealth Management marks an important step in our firm’s evolution,” said Bernhard Koepp, CEO of C.J. Lawrence. “Apollon’s independent, client-focused model aligns with our values, and their robust infrastructure allows us to enhance our investment management services while maintaining the personalized approach that has defined our firm for decades.”

To learn more about Apollon Wealth Management, visit https://apollonwealthmanagement.com/.

Sherman & Company served as financial advisor to C.J. Lawrence on the transaction.

About Apollon Wealth Management

Apollon Wealth Management, LLC is a collaborative and transparent financial planning firm focused on aligning clients’ goals of growing and preserving their hard-earned wealth. Apollon set out to change the retail model for investments away from a focus on products to one that is client-directed and driven by a comprehensive financial plan. With exceptional white-glove service, Apollon has created an independent organization with the sole mission of enriching the lives of others through collaborative financial planning and guidance.

With passion and purpose, Apollon has created a destination platform for advisor independence built with a seamless client transition process. Driven to expand the firm’s footprint, Apollon possesses an open architecture environment and a centralized back-office that unifies advisor integration, onboarding, and acquisition. Apollon has offices across the country and continues to look for strategic partners nationwide. To learn more about Apollon, visit their website at www.apollonwealthmanagement.com.