
Robert Gorman
Robert Gorman is a founding partner and Chief Operating Officer at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning clients’ goals of growing and preserving their hard-earned wealth. As one of the highest-decorated advisors in the field (ranking in the top 1%-2% in the nation by certification), Robert has taken the helm of building Apollon’s unique trading platform.
A respected Principal/Wealth Management Advisor, Robert established his career at the Gorman Financial Group/Northwestern Mutual in 2004. Under his direction, the firm was voted “Best Financial Planner” by The Post and Courier and was a finalist for “Best Investment Firm” in 2016 and 2017.
Robert earned a Master of Science in Financial Services (MSFS) from the American College, as well as a Bachelor of Science in Management Information Systems from Wake Forest University. Professional certifications include CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner (AEP®).
Living in Charleston, South Carolina, Robert supports One80 Place, the Actors Theater of South Carolina, and the Make-A-Wish Foundation. Robert and his wife, Tara, have three children: Ellie, Jake, and Julia.
Latest articles by Robert Gorman
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Like Getting Healthy, Getting Wealthy Requires Good Habits
Building your financial health and an adequate retirement nest egg can most reliably be achieved through commitment, discipline, routine and accountability.
By Robert Gorman
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For a Concentrated Stock Position, Ask Your Adviser This
There can be advantages to having a lot of stock in one company, but ‘de-risking’ can help avoid some significant disadvantages.
By Robert Gorman
