William Yex, CFP®, CEPA®

Wealth Management Advisor @ Apollon Wealth. Financial planning for commercial & residential service business owners & other lower-middle market businesses.

[William Yex, CFP®, CEPA® @YexWilliam]

My name is William Yex.

I'm a Wealth Management Advisor at Apollon Wealth.

I work with blue-collar business owners -
plumbers, electricians, HVAC, builders, landscapers.

You build things for a living.
I help you build wealth that lasts beyond the job.

What you'll find here:
→ Tax strategies most trade owners never hear about
→ How to protect what you've built
→ Retirement planning that actually fits your life
→ Real stories. No jargon. No sales pitch.

I enjoy relating financial planning to my personal interests and hobbies - offshore fishing, hunting, golf and college football (Go Gamecocks)

Follow along. Share with a buddy in the trades.
This is built for you.

[William Yex, CFP®, CEPA® @YexWilliam]

Time is ticking ... 3 months left to strategically make tax moves before 12/31 - are you:

Optimizing your QBI deduction?

Maximizing your retirement plan contributions?

Maxing out your HSA?

Completing your backdoor contribution?

Ramping up expenses prior to year end if you've had a great year?

Accelerating revenue if you've had a slow year or potentially converting pre-tax dollars?

Realizing capital losses?

So many important decisions to make that have trade offs either way.

[William Yex, CFP®, CEPA® @YexWilliam]

@TKopelman But Thomas, IUL's can solve any problem ever.

[William Yex, CFP®, CEPA® @YexWilliam]

@RealPlantBrah 📈 - Sounds like you're having a record year!

[William Yex, CFP®, CEPA® @YexWilliam]

@JTPellsCPA @irentdumpsters JT, curious as to where your clients come from - I work in a very similar market and would love to connect.

[William Yex, CFP®, CEPA® @YexWilliam]

@haulamerican Due to busy season fading away or other reasons?

[William Yex, CFP®, CEPA® @YexWilliam]

@RealPlantBrah That's a whole lot of plants! We redesigned our house recently (Charleston, SC area) and I was shocked at the cost of plants, trees, shrubs, etc. Definitely worth it though!

[William Yex, CFP®, CEPA® @YexWilliam]

@irentdumpsters Certainly catches your attention

[William Yex, CFP®, CEPA® @YexWilliam]

@logansendle You never have a chance if you don't take the risk!

[William Yex, CFP®, CEPA® @YexWilliam]

@coltonsbuilding What types of businesses? I haven't followed you for long enough to know - what is your goal when talking to the owners? Acquiring their business?

[William Yex, CFP®, CEPA® @YexWilliam]

@TimFlynnLeary I’ve exited several businesses (I quit and went to a new business)

[William Yex, CFP®, CEPA® @YexWilliam]

@central01000011 Sounds like the person you want to bet on is uninsurable anyways 😂

[William Yex, CFP®, CEPA® @YexWilliam]

@sweatystartup Idk that’s like saying I’m never going to get into a car because I’ve seen a wreck before. Or never swimming because I watched shark week. Football is a great game that teaches you so many life lessons

[William Yex, CFP®, CEPA® @YexWilliam]

@girdley Then, most of the time you have both health problems (main priority) and business problems unless structured properly and proactively having this hard conversations.

[William Yex, CFP®, CEPA® @YexWilliam]

@thesavasx 60 replies?!

[William Yex, CFP®, CEPA® @YexWilliam]

@matthias_mrc Senses emotions & feelings

[William Yex, CFP®, CEPA® @YexWilliam]

Went to my first @ASAupdate meeting tonight at the local Charleston chapter - met some great people and is a great reminder why I love working with the blue collar community.

[William Yex, CFP®, CEPA® @YexWilliam]

@JaredDHardin It’d be a good excuse to go back to the mountains! 👀

[William Yex, CFP®, CEPA® @YexWilliam]

@ToddLlewellyn There’s no way anyone reads those. If I have to scroll to read it, I’m not reading.

[William Yex, CFP®, CEPA® @YexWilliam]

@AdvisorJobs We have “promoter agreements”. Typical setup is 20% of gross revenue for 3 years. Great way for other professionals to introduce clients and get compensated. Convincing CPAs to take the 65 is the hardest task 😂

[William Yex, CFP®, CEPA® @YexWilliam]

You wake up at 5am.
Run the crew. Chase the invoices.
Handle the customers. Manage the equipment.

Build something real.

And then April comes.
And you write a check to the IRS that ruins your week.

Here's what I know after working with trade business owners:

The big tax bills aren't because you did something wrong. They're because nobody showed you what was available.

That's the only reason.

Let's change that.