Meet
Dave Mirolli (Apollon Catalyst)

A Founder-Led Successor Built for Clean Exits

If you’re ready to step away and want confidence that your clients will be cared for by a real successor not absorbed into a platform. Dave Mirolli offers a clear, personal transition path.

Dave becomes the primary advisor and new face for your client relationships, supported by the institutional infrastructure of Apollon Catalyst. Dave’s model is built for advisors who want a sell-and-go exit, without compromising client trust or continuity.

Discover how Castro Financial helps advisors protect their legacy and clients during the next chapter of their journey.

What sellers value most about Dave’s approach:

A familiar face for your clients. Dave personally steps in after the transition and leads client relationships, so your clients aren’t handed off to an unknown team.
Founder-led decisions, every day. Dave makes the day-to-day decisions on how clients are served, ensuring consistency, care, and alignment with how you’ve run your practice.
Institutional strength, quietly supporting the transition. Apollon provides the infrastructure, capital support, and deal approval behind the scenes without interfering in client relationships.
Built for advisors who want a clean exit. This structure is designed for advisors who want to step away with confidence, knowing their clients are supported and their legacy is respected.

About Dave’s Practice at Apollon Catalyst

Dave Mirolli co-found Catalyst Wealth Management, a collaborative, partner-led firm designed around long-term client relationships. Rather than operating as a collection of siloed practices, Catalyst was intentionally structured to foster shared standards, continuity, and internal support across generations.

Several years ago, the Catalyst team entered a strategic partnership with Apollon Wealth Management to expand the firm’s resources and operating capabilities. The partnership brought additional capital, infrastructure, and planning support allowing the team to scale thoughtfully while delivering a deeper, more consistent client experience.

Today, Dave continues to lead client relationships and oversee transition execution personally, supported by a broader team and the resources of Apollon behind the scenes. For sunsetters, this structure offers continuity at the relationship level, along with the confidence that comes from a well-resourced, multi-generational platform built to last.

Leadership Built Around the Client

Dave brings together deep planning experience and an entrepreneurial mindset shaped by years of building and leading a client-first advisory team.

Dave Mirolli

Partner & Advisor

Lieutenant Colonel, Command Pilot — U.S. Air Force Reserve

With 27 years of service as a Lieutenant Colonel and Command Pilot in the U.S. Air Force Reserve, Dave brings a level of discipline, accountability, and leadership that clients and advisors immediately recognize and trust.

His philosophy is straightforward: financial planning should serve real people — not products, quotas, or shortcuts. Every recommendation is guided by a single question: is this genuinely in the client’s best interest?

That mindset resonates with advisors who spent their careers building planning-centric, trust-based practices and want to ensure that same standard continues for their clients after they step away.

Who Dave Is a Fit For

Dave is best suited for advisors seeking a clean exit and clear successor.

Ideal Firm Profile:

Not a fit for:

The firm emphasizes a personalized approach, which ensures that each client’s financial plan aligns with their specific goals and circumstances.

What a Transition with Dave Mirolli Feels Like

A transition with Dave is designed to feel deliberate, calm, and clear. Not disruptive.

Alignment & Valuation Clarity

Confirm fit, client makeup, and expectations for a successful exit.

Executable Deal Structure

Dave structures the acquisition, with Apollon reviewing and approving terms to ensure certainty at close.

Client Communication

A thoughtful introduction process that positions Dave as successor and preserves trust.

Planning-led Onboarding

Clients transition into a fiduciary, planning-first model supported by specialists and modern tools.

Post-close Continuity

Dave remains the primary relationship, with ongoing reviews and evolving planning as life changes.

Exit Clarity

Clear expectations around the seller’s post-close involvement, ensuring a defined transition period and a clean, confident step away

The goal is simple: your clients feel cared for, and you leave knowing the handoff was done right.

What Clients Say After a Transition

Dave’s clients don’t feel like accounts they feel continuity. Many of his longest-standing relationships began with skepticism from analytical, business-owner clients who valued competence over salesmanship.

“Dave never rushed me or tried to sell me something I didn’t need. Years later, my finances are clear, my business is stronger, and I’m actually looking forward to retirement.”

— Business Owner & Longtime Client, Northwest Georgia

Why Sellers Choose Dave Mirolli

Founder-led continuity: Clients transition to Dave, not a rotating bench.

Fiduciary-first mindset: Purpose over product, relationships over quotas.

Institutional strength without platform loss: Infrastructure without sacrificing personal service.

Built for complex relationships: Planning-heavy households receive specialist depth.

Designed for real exits: A structure that allows sellers to step away confidently.

Curious About a
Conversation with Dave Mirolli?

If you’re exploring succession planning and want a successor who will personally take your client relationships forward supported by institutional infrastructure, buyAUM can facilitate a confidential introduction to Dave Mirolli.

Every introduction is vetted, discreet, and guided by buyAUM to protect both sellers and clients.

Meet Dave Mirolli (Apollon Catalyst)