Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Boise firm is an independent RIA built on great ethics and high-quality service

Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit from the high-touch support that Apollon Wealth Management is known for, including comprehensive, curated, and client-focused asset management and planning services.

“Their team shares our passion for customized, comprehensive client service based on fostering strong relationships and creating tailored plans to reach financial goals. Tree City Advisors is exactly the kind of practice we strive to align with as our firm grows.”

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Tree City Advisors seeks to continue proudly growing its Idaho-based services while expanding its offerings to families across the nation. The Tree City Advisors team includes:

• Managing Director Brian Wiley
• Financial Advisor Alexandra Lundgren, AIF
• Financial Advisor & Portfolio Manager Jeremiah Bates
• Financial Advisor Nic Daniels
• Client Service Associate Sarah Carrico
• Client Service Associate Amanda Reynolds

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“Apollon is not only the right choice for Tree City Advisors to combine services with, I believe it is the best choice,” says Wiley. “Apollon’s founders, management and staff are dedicated to the same principles that we have adopted and developed. Our entire team is excited to leverage tools and connections generally enjoyed only by much larger firms. The partnership also allows us to stay local and maintain the same great connection to our current clients. Tree City Advisors of Apollon Wealth Management is just getting started.”

“We’re thrilled about partnering with Tree City Advisors,” adds Michael Dolberg, founding partner and CEO of Apollon Wealth Management. “Their team shares our passion for customized, comprehensive client service based on fostering strong relationships and creating tailored plans to reach financial goals. Tree City Advisors is exactly the kind of practice we strive to align with as our firm grows.”