Why is Motley Fool Wealth Management partnering with Apollon Wealth Management?

In the winter of 2025, Motley Fool Wealth Management (“Fool Wealth”) announced it had signed an agreement to transition to Apollon Wealth Management, LLC (“Apollon”), with the primary goal of expanding our service offerings to clients. Fool Wealth’s core competency has always been in individual stock selection and investment management for clients, but over the years we’ve heard feedback from our clients wanting a more comprehensive relationship.

We believe strongly in the importance of comprehensive financial planning for all investors, and this is an area where Apollon shines. Simply put, Apollon’s broad range of services will open up new opportunities for our clients that have been limited in the past, including:

• Industry-leading technology putting your financial picture at your fingertips.
• Partnering with an assigned financial advisor, no matter your account size.
• In-house risk management solutions.
• More in-depth estate planning, business services, and tax planning, just to name a few.

The full list of options is extensive and can be tailored to each client and your family’s needs.

Apollon and their resources will also allow us to offer more custodian options to you and bolster our internal capabilities with a central operations team and paraplanning/planning support.

Best of all, you’ll see some familiar “Foolish” faces making the transition too. We always knew that Fool Wealth was special; we believe that our business and our clients will get farther faster with a trusted partner like Apollon.