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Set Your Meeting


GAVIN DOOLEY

WEALTH MANAGEMENT ADVISOR

 * (404) 323-8243
   
   gavin.dooley@apollonwealth.com


 * Home
 * About me
 * Why Apollon
 * The Team
 * Services
 * Planning
 * Resources


LIVING THE LIFE YOU’VE EARNED

Financial planning and wealth management is all we do. As a fee-based advisory
service, our sole focus is assisting our clients, affluent individuals,
families, and business owners, to achieve 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.

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OUR VISION & MISSION



Apollon began with a vision founded on the principle of always doing what is
best for our clients. For us, that means crafting purpose-built, personalized
wealth management solutions tailored to each client’s unique situation and
managed with the highest levels of financial acumen, integrity, transparency and
access to our team.

Our mission is to enrich the lives of others through collaborative financial
planning and guidance.




BIO

Gavin Dooley is a dedicated financial advisor, specializing in guiding
physicians, business owners, pre-retirees, and retirees toward achieving their
financial goals. With a deep understanding of the unique challenges faced by
these professionals, Gavin is committed to providing personalized financial
strategies that align with their specific needs and aspirations.

 

After obtaining a degree in finance from Maryville College,  Gavin quickly
developed a passion for helping clients navigate the complexities of wealth
management, physicians insurances, student loan repayment plans, retirement
planning, and investment strategies. Known for a client-centered approach, Gavin
takes the time to listen and understand each client’s individual circumstances,
ensuring that every financial plan is tailored to their unique situation.

 

In addition to expertise in financial planning, Gavin is dedicated to ongoing
education, staying up-to-date with industry trends and regulations to provide
the best possible advice. Outside of work, Gavin enjoys coaching baseball,
surfing, being outdoors, and spending time with friends and family, which
reflects a well-rounded perception.

 

Whether you’re looking to secure a comfortable retirement, optimize your
business’s financial performance, or plan for your family’s future, protect your
income and family, or pay of student loans, Gavin is here to help you
confidently navigate the path to financial success.






WHY WORK WITH US?

WE FOCUS ON YOU

Expect personalized plans that reflect the fullness of your financial picture

COMPREHENSIVE FINANCIAL STEWARDSHIP

Life-based financial planning that is orchestrated in an overarching plan

DIRECT ACCESS

Our clients enjoy direct access to their Apollon team of advisors and managers

TECH-FORWARD TRANSPARENCY

Our commitment to collaboration and transparency are enhanced with the
convenience and capabilities of our online client platform.

FIDUCIARY STANDARD COMMITMENT

Simply put, the fiduciary standard is the Apollon standard. Everything we do is
guided by what is best for our clients

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OUR UNIQUE OFFERINGS

 * Cash Management
 * Apex Planning Process
 * Direct Indexing
 * Risk Management Capabilities
 * Alternative Investments
 * Alternative Real Estate Investments


MY TEAM

Our team relies on each other’s personal strengths to help people achieve the
quality of life they envision. Feel free to reach out to us anytime. We are here
to help.

At Apollon we have a team of experts that work together to provide the best
client experience possible. Effective collaboration and coordination amongst our
team allows us to provide comprehensive and personalized services to each client


ERIC STERNER, CFA, MBA, CAIA, FRM, CIPM

Chief Investment Officer


TASHA THAMAN, CFP®

Director of Financial Planning


PLANNING

Success in reaching your financial goals depends on the strength of your plan.
At Apollon, we work with each client to build a roadmap engineered to lead you
to success. A thoughtfully constructed financial plan takes a holistic view of
wealth management and understands how each piece interacts with the others.


VALUES & GOALS


BALANCE SHEET AND CASH FLOW


IMPLEMENT & MONITOR


PRESENT AND RECOMMEND

 * TAX  PLANNING
 * ESTATE PLANNING
 * Charitable  Planning
 * Executive comp.
 * Business owner
 * Risk  MGMT
 * Legacy planning
 * EDUCATION  PLANNING




SERVICES


COMPREHENSIVE FINANCIAL PLANNING

We work with you to write a roadmap engineered to lead you to success. It starts
with building a comprehensive financial plan which acts as both a compass to
keep you on your optimal path and a means for charting your progress. Once we
have this financial plan in place, we work with you to evaluate specific areas
of your financial picture including your investment strategy.


INVESTMENT ADVISORY SERVICES

If your financial success is a result of already having an effective financial
plan in place, we will offer you supplementary investment advisory services. In
these circumstances, we work with your existing financial plan to help determine
your best asset allocations. We’re always guided by what is best for our
clients, it’s part of our fiduciary responsibility to you.


BUSINESS SERVICES

Creation and preservation of business value, liquidity planning with the
greatest tax efficiency, and meeting business, ownership and family objectives
upon eventual sale or transfer, all require careful planning. As with every
client, our process with a business owner starts with a conversation for us to
fully understand your goals and situation. This is the basis for a tailored
action plan that we analyze and test to ensure it is right for you. The scope of
our work depends on what you need and spans comprehensive owner exit strategies
to specific initiatives such as performance-based incentive plans or business
continuity and estate plans. By understanding what your business is worth today
and what you need to achieve your goals, we can identify a gap for which we
bring working strategies to promote business value, reduce risk and achieve
greater tax efficiency.


RISK MANAGEMENT

Our Risk Management services provide you with the peace of mind that you are
well-protected should the unexpected happen. As your partner, we work with you
to identify your risk management needs for your family, business and estate as
part of your holistic and comprehensive financial plan. We can then introduce
you to partner services we’ve carefully selected to address your individual
needs.


BLOG

Market Update


2025 OUTLOOK – BRIDGING THE DIVIDE

News


WALL STREET SET FOR LOWER OPEN AFTER RETAIL SALES DATA, WITH FED IN FOCUS

News


CIO ERIC STERNER DISCUSSES THE FED ON BLOOMBERG DAYBREAK ASIA

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COMPREHENSIVE FINANCIAL PLANNING

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LATEST RESEARCH AND INSIGHTS

 * 2025 Outlook – Bridging the Divide
 * Wall Street set for lower open after retail sales data, with Fed in Focus
 * CIO Eric Sterner Discusses the Fed on Bloomberg Daybreak Asia
 * Market Review – Riding the Wave

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