Wealth Management Advisor
About
Jim
Jim McGowan is a Certified Financial Planner (CFP®) at Apollon Wealth Management, and fiduciary committed to helping clients achieve their financial goals, with over two decades of experience in financial services. Jim specializes in personalized, holistic financial planning that integrates strategic tax and investment management. Since 2000, he has guided families, individuals, and businesses through major life transitions with a focus on personalized service and peace of mind. His areas of expertise include tax minimization, retirement planning, estate planning, and maximizing employee benefits.
Jim lives in Upper Gwynedd, PA, with his wife, Meghan, and their two sons, J.R. and Graham. Outside of work, he enjoys woodworking, hiking, coaching baseball, and playing ice hockey, all while remaining a passionate supporter of Philadelphia sports teams.
About
Apollon Wealth Management
Apollon Wealth Management is a fee-based advisory firm dedicated to providing personalized wealth management solutions for affluent individuals, families, and business owners. Their approach emphasizes open and honest communication to understand clients' financial situations, aspirations, and concerns, enabling the development of tailored strategies that align with each client's unique goals. By adhering to a fiduciary standard, Apollon Wealth Management ensures that clients' interests are always prioritized, fostering trust and transparency throughout the financial planning process.
Location
North Wales, PA
Expertise
Benefits Maximization for Pharma Employees, Personalized Financial Planning, Investment Guidance, Tax Optimization, Retirement Planning, Estate Planning & Tax Efficient Wealth Transfers
Interests
Coaching Youth Baseball for the Nor Gwyn Hawks, Hiking, Woodworking, Ice Hockey, Golfing, Philadelphia Sports Teams
Get early access to FINNY,
your AI-native prospecting agent
Book a Demo