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 Financial standard.
Our Vision & Mission
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.
BIO
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:
- Personalized financial planning
- Expert investment guidance through institutional partnerships
- Tax projections and minimization strategies
- Retirement planning and lifelong cash flow support
- Maximizing employee benefits
- Estate tax and beneficiary planning
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.
Professional Expertise
- Certified Financial Planner (CFP®) with a fiduciary commitment
- Career began with valuable experience gained at The Vanguard Group
- Managed assets for over 100 families, trusts, businesses, and retirement plans
- Former President of the Financial Planning Association of Philadelphia
- Featured on NBC Morning News and quoted in CNBC, Money, and Investment News
Personal Life
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.
Connect
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.
