CFP®
Specializes In: Customized Financial Planning, Investment Management, Tax-Efficient Strategies, Retirement Income Planning, Employee Benefits Optimization, and Estate Planning.
With over two decades of experience in financial services, Jim McGowan is committed to helping clients achieve their financial goals through personalized, holistic planning and strategic tax and investment management.
Since 2000, Jim has served as a trusted advisor and partner, guiding families, individuals, and businesses through major life transitions, supporting them at every step. As a Fiduciary his approach combines:
Jim’s extensive experience and client-focused approach make him an invaluable asset for anyone looking to secure their financial future and navigate financial decisions with confidence and peace of mind.
Jim grew up in Lansdale, PA and now lives in Upper Gwynedd with his wife Meghan, sons J.R. and Graham, and their Australian Cattle Dog, Princess Leia. He enjoys woodworking projects, hiking, playing old man ice hockey, coaching his son’s Nor Gwyn Hawks baseball team, golfing with his 3 brothers and supporting Philadelphia sports teams.
In the time it takes to enjoy a cup of coffee, Jim can explain how financial planning has helped his clients reach their goals and achieve peace of mind. Send him an email or schedule a quick call on his calendar.
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 Financial standard.
Apollon Financial 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 pioneer a new standard for financial wellness.
Expect personalized plans that reflect the fullness of your financial picture
Life-based financial planning that is orchestrated in an overarching plan
Our clients enjoy direct access to their Apollon team of advisors and managers
Our commitment to collaboration and transparency are enhanced with the convenience and capabilities of our online client platform.
Simply put, the fiduciary standard is the Apollon standard. Everything we do is guided by what is best for our clients
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
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.
