Who is Apollon Wealth Management, and what expanded benefits do they offer to Fool Wealth clients?
Apollon Wealth Management, LLC (“Apollon”) is a founder-led registered investment advisor with more than $12 billion in client assets (as of September 2025).
The founding partners, Michael Dolberg and Robert Gorman, launched the firm in 2018 in Charleston, South Carolina with the mission of enriching the lives of others through collaborative financial planning and guidance. They have since grown their business to 150+ employees serving more than 6,700 clients, earned a spot on Barron’s 2025 list of Top 100 RIA Firms, and in August 2025 were recognized on CityWire’s 50 Growers Across America list for the third consecutive year.
Motley Fool Wealth Management was founded in 2014 to offer professional management to investors who wanted the “Foolish” buy-and-hold investment philosophy applied to their portfolios. Every day since, we've worked hard on behalf of our clients to earn their trust, grow their wealth, and give them confidence in the future. We’ve continued to expand our professional investing and financial planning solutions over the past decade, and our partnership with Apollon is the next major step in enhancing those services.
Apollon’s resources will offer clients more advanced financial technology tools and custodian options, bolster our central operations, and support clients with a growing team of accomplished wealth management professionals.
The best part? ALL current Fool Wealth clients who are onboarded before the Apollon transition will have access to a financial advisor, including those who previously used our online guidance service level.
Together, we can support your financial plan with a wider range of services than ever before.
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Retirement Planning
- Liquidity and asset management
- Cost basis research
- Required minimum distribution (RMD)/Qualified charitable distribution (QCD) planning
- Roth conversion analysis
- Social Security planning
- Cash flow analysis with a focus on tax efficiency
- Pension maximization analysis
- Distribution planning
- Withdrawal sequence
- Managing sequence of return risk
- Charitable bunching analysis
- Medicare planning
- Stress-testing maximum spending rate/earliest retirement date
- Longevity planning
- Debt management
- Stock option/RSU (restricted stock unit) analysis
- Life/health insurance review
- Annuity review and analysis
Investment Advisory Services
- Discretionary investment management
- Individual stocks, bonds, ETFS, mutual funds, interval funds
- Structured notes
- Direct indexing
- Concentrated low basis position/hedging solutions
- Option overlay (cover calls, collars, etc.)
- Variable prepaid forwards
- Exchange funds
- Exchange fund replication
- Collateralized lending solutions
- Insured cash
- Investment tax planning
- Alternatives/private investments
Taxable Estate Planning
- Tax mitigation strategies
- Liquidity strategies
- Lifetime gifting solutons
- Insurance analysis
- Ownership considerations, including trust, partnerships, foundations, etc.
- Estate, decedent and beneficiary income tax planning
Estate Administration
- Liquidity and asset management
- Cost basis research
Non-Taxable Estate Planning
- Titling and beneficiary analysis
- Revocable trust planning/jurisdiction analysis
- Special assets planning
- CPA, tax attorney and project management
- Planning for a family member who needs unique care or support
- Family governance planning/family values
- Tax efficiency analysis under Secure 2.0
Education Planning
- FASFA and CSA Profile consulting
- Individualized award analysis
- Gap analysis and saving strategy
- PEGS (Price, Expected Family Contribution, Graduation Rate, Salary) Analysis
- Tuition discount negotiation
Business Planning
- Succession planning
- Employer compensation
- Executive benefit consulting
- Key driver analysis/value creation
- Business evaluation
- Merger and acquisition consulting
- Business formation consulting
- Liquidity planning
- Business continuity
- ESOP (Employee Stock Ownership Plan) consulting
- Tax deferral strategies
- Wealth gap/value gap/readiness gap
- Investment banker evaluation/coordination of sell side due diligence
- Post-close risk mitigation
- Management consulting
- Financing arrangement review
- Intangible asset creation (customers, structure/procedures, social capital, human capital)
- 1202 small business stock gain exclusion analysis
- Corporate reorgs
- Outsourced CFO
Charity & Philanthropy
- Impact analysis
- Charitable organization review
- Integrating donor-advised funds (DAFs), charitable remainder trusts (CRTs), charitable lead trusts (CLTs), private foundations, and planned giving into personal planning
- Family philanthropy governance
- Estate planning philanthropy
Special Needs Planning
- Capital analysis to provide for beneficiary’s lifetime
- Maximizing and preserving government benefits
- Unique estate planning considerations: special needs trusts, trustee selection, guardianships and conservatorships, life care plans
- Unique tax planning considerations: education around available tax credits, compliance and reporting
- Utilizing 529 ABLE accounts
- Coordination of multidisciplinary team to address financial, legal, tax, healthcare and quality of life needs
Divorce Planning
- Financial neutral asset division proposal
- Settlement analysis and tax review
- QDRO (Qualified Domestic Relations Order) review
- “Moving Forward” financial planning
Risk Management
- Comprehensive insurance reviews
- Long term care (stand-alone/hybrid)
- Life insurance design (business)
- Buy-sell
- Key person
- Deferred compensation
- Executive comp split dollar
- Buffered and annuity solutions
- Legacy maximization
- Integrating trust & insurance
- Wealth replacement strategies
- Wealth transfer planning
- Disability planning
- Individual
- Key person
- Buy-sell
- Overhead expense
Property & Casualty
- Business insurance review
- Cyber insurance review
- Personal insurance review
- Excess liability review
- Surety bonds
- Business operations assessment of risk exposure
- Risk management control audit
Employer-Sponsored Retirement Plans
- Pooled Employer Plan (PEP)
- Fee benchmarking
- Deferred compensation (SERPS/mirror 401k plans) consulting & implementation
- 3(38) Fiduciary services
- 3(21) Fiduciary services
- Fiduciary administrative risk and liability assessment
- Fiduciary investment management risk and liability assessment
- Investment policy statement review/creation
- Employee financial welfare consulting
- Executive compensation consulting
Employee Benefits / Group Benefits
- Employer sponsored retirement plans
- Health insurance
- Dental insurance
- Vision insurance
- Group life insurance
- Disability insurance
- Compliance
- Wellness
Important Disclosure:
Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. For clients with managed accounts, Apollon has discretionary authority over investment decisions. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. The information contained herein is intended for information purposes only, is not a recommendation to buy or sell any security and should not be considered investment advice.
When providing advice to clients, Apollon’s advisors typically recommend different options to help address client specific investment and financial planning needs. Depending on the service, it may be offered through Apollon, through an affiliated entity of Apollon, through a non-affiliated broker-dealer, or through other non-affiliated service providers. When services are provided by an entity other than Apollon, Apollon is not responsible for overseeing the services provided or for the execution of those services. Clients are urged to consult with their tax professional and/or legal counsel for questions about estate and tax planning considerations. See Apollon’s Form ADV Client Disclosure Brochure for information about risks and considerations relating the services offered through Apollon. This is available on their website, www.apollonwealthmanagement.com. Please contact your financial advisor with questions about your specific needs and circumstances.