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The Linda Fund at Tabby’s Place Raises $143,000

Apollo Wealth Management partnered with a handful of firms to provide “matching funds” for donations made to The Linda Fund at Tabby’s Place. Together we helped raise $143,000. Wow! Double wow! For the story about The Linda Fund: For more information about Tabby’s: For more information about Apollo:

Philadelphia Financial Planning Day

On Oct 23rd we had the privilege of volunteering at the first Philadelphia Financial Planning Day. Attendees met one-on-one with financial planners to discuss their personal finance questions, concerns and interests. In addition they had the opportunity to select from a series of 50-minute educational workshops. The free event was held at Ben Franklin High [...]