Apollon Wealth Management is adding Indiana-based registered investment adviser Sage Advisors to its growing national organization, extending the firm’s reach in the Midwest and continuing its strategy of partnering with relationship-driven advisory practices.
Sage Advisors, founded in 2021, has built its business around personalized financial guidance and long-standing client relationships. The firm is led by Principal Mike Surenkamp, a veteran advisor with 42 years of industry experience, and supported by a three-advisor team delivering comprehensive wealth management and financial planning. Client assets are custodied with Charles Schwab.
Apollon said the addition aligns with its focus on firms that emphasize trust, integrity, and a long-term approach to advice. The deal also reflects broader momentum in the wealth management sector, where independent advisory teams are increasingly joining larger platforms to gain access to expanded operational support, technology, and resources while maintaining their client service model.
For Sage Advisors, the partnership is positioned as a way to preserve its client-first approach while strengthening the business’s infrastructure. Apollon’s platform is expected to provide additional capabilities that can help Sage’s team scale, including support functions that typically reduce administrative burden for advisors and allow more time for direct client work.
Surenkamp has built his practice largely through referrals and multi-decade relationships, according to Apollon. The firms also highlighted the personal nature of Sage’s client engagement style, including Surenkamp’s practice of incorporating his passion for fishing into client meetings to connect outside a traditional office setting—an extension of the firm’s emphasis on authenticity and trust.
Apollon’s leadership described the combination as a values-based fit, citing Sage’s relationship-led growth and its emphasis on longevity with clients. Sage, in turn, framed the move as a partnership that enables expansion without changing how the team serves clients.
With Sage Advisors joining, Apollon further strengthens its presence in the Midwest while adding an experienced advisory leader and team to its network. The firms did not disclose financial terms.
KEY QUOTES:
“Sage Advisors exemplifies the values we look for in a partner—deep client relationships, integrity, and a long-term approach to advice. Mike has built an impressive career grounded in referrals and decades-long client relationships, and we’re excited to welcome Sage Advisors to the Apollon family.”
Michael Dolberg, Founding Partner and CEO, Apollon Wealth Management
“Joining Apollon allows us to continue serving our clients the way we always have, while gaining access to enhanced resources and support. Our business has always been about relationships—many of which span decades—and Apollon shares that same client-first philosophy. This partnership allows us to grow while staying true to who we are.”
Mike Surenkamp, Principal, Sage Advisors
