Insights

Boutique scale Small firm with a client-centric, fee-based model presents an opportunity to upsell comprehensive advisory services and centralized access to the full team, positioning for high-margin, personalized planning engagements.

Collaborative value Emphasize the firm’s integrated access to partners and staff as a differentiator to win larger financial planning projects, including ongoing wealth management, estate, and tax coordination for high-net-worth clients.

Technology leverage Current stack includes Calendly, AWS, WordPress, Shopify, and Microsoft 365; there is potential to package digital onboarding, client portal enhancements, and scalable virtual advisory services to attract growth-minded clients and strategic alliances.

Growth potential Revenue under $1M signals an opportunity to expand via targeted outreach to families and individuals seeking comprehensive planning, with scalable services that align with a multi-advisor, collaborative model.

Competitive positioning Position against larger advisory networks byHighlighting independence, no-product allegiance, and objective advice to win referrals from professional networks such as accountants and attorneys seeking trusted financial guidance for clients.

Similar companies to J.E. Wilson Advisors of Apollon

J.E. Wilson Advisors of Apollon Tech Stack

J.E. Wilson Advisors of Apollon uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore J.E. Wilson Advisors of Apollon's tech stack below.

J.E. Wilson Advisors of Apollon's Email Address Formats

J.E. Wilson Advisors of Apollon uses at least 2 email formats:
J.E. Wilson Advisors of Apollon Email FormatsExamplePercentage
First@jewilson.comJohn@jewilson.com
75%
First.MiddleLast@jewilson.comJohn.MichaelDoe@jewilson.com
25%

Frequently Asked Questions

What is J.E. Wilson Advisors of Apollon's phone number?

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You can contact J.E. Wilson Advisors of Apollon's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is J.E. Wilson Advisors of Apollon's official website and social media links?

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J.E. Wilson Advisors of Apollon's official website is jewilson.com and has social profiles on LinkedIn.

How much revenue does J.E. Wilson Advisors of Apollon generate?

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As of October 2026, J.E. Wilson Advisors of Apollon's annual revenue is estimated to be <$1M.

What is J.E. Wilson Advisors of Apollon's NAICS code?

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J.E. Wilson Advisors of Apollon's NAICS code is 52 - Finance and Insurance.

How many employees does J.E. Wilson Advisors of Apollon have currently?

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As of October 2026, J.E. Wilson Advisors of Apollon has approximately 2 employees across 1 continents, including North America. Key team members include Financial Planning Assistant: S. R. Explore J.E. Wilson Advisors of Apollon's employee directory with LeadIQ.

What industry does J.E. Wilson Advisors of Apollon belong to?

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J.E. Wilson Advisors of Apollon operates in the Financial Services industry.

What technology does J.E. Wilson Advisors of Apollon use?

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J.E. Wilson Advisors of Apollon's tech stack includes Calendly, Amazon Web Services, WordPress, Shopify, Microsoft 365, Twemoji, AddToAny and Google Plus.

What is J.E. Wilson Advisors of Apollon's email format?

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J.E. Wilson Advisors of Apollon's email format typically follows the pattern of First@jewilson.com. Find more J.E. Wilson Advisors of Apollon email formats with LeadIQ.

When was J.E. Wilson Advisors of Apollon founded?

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J.E. Wilson Advisors of Apollon was founded in 1982.
J.E. Wilson Advisors of Apollon logo

J.E. Wilson Advisors of Apollon

Financial ServicesSouth Carolina, United States2-10 Employees

J.E. Wilson Advisors of Apollon sits in the financial services landscape, offering wealth management guidance through Apollon Wealth Management. As a fee-based firm without ties to specific investment, product, or insurance companies, it emphasizes a holistic, client-first approach that involves the entire firm in serving each individual. The firm highlights a collaborative culture where clients have access to the combined expertise of all partners, advisors, and support staff, and it underscores a long-standing practice of delivering integrated planning, behavioral guidance, and transparent, no-judgement advice in portfolio management. Based in Columbia, South Carolina, the organization has positioned itself as a multi-decade partner to successful individuals in the region and beyond, aiming to provide financial peace amid a complex market environment. While operating with a small professional team, the firm traces its roots to serving a broad base of clients with personalized, forward-looking financial planning. A recent emphasis appears to be on continuing its advisory model and client-centric approach across generations, supported by an established, evidence-based investment philosophy.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
2-10

Section iconFunding & Financials

  • <$1M

    J.E. Wilson Advisors of Apollon's revenue is estimated to be in the range of <$1M

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