What type of clients does Motley Fool Wealth Management serve?

We’re proud to serve a variety of investors—both individuals and families—who believe in the potential of long-term, buy-and-hold stock investing to outperform the market over time . Motley Fool Wealth Management offers clients customized investment plans to match your risk appetite, life stage, and of course, YOUR unique goals!

Our clients include (but certainly are not limited to)...

Retirees: Our commitment is to help you potentially grow your wealth in retirement while making sure you have enough to support your lifestyle today.
People preparing for retirement: Whether you’re downshifting your career, preparing to sell your business, considering when to take Social Security, or all of the above, we’re here to support your goals with a matching “retirement red zone” investment strategy.
High-net-worth individuals and families: Especially as your wealth grows, your financial picture can often become significantly more complex. That’s why, when you invest over $1 million with Fool Wealth, we offer full-service financial planning at no extra charge.
Professionals: At Motley Fool Wealth Management, we manage stock investment portfolios for business owners, lawyers, healthcare providers, executives, artists, engineers, dentists, tech employees, pilots, educators, entrepreneurs, and more. (Not to mention, stay-at-home parents, we’re here to help you too!)
Individuals: Some clients choose to have all of their family’s wealth managed under our roof, while others have sole accounts as individuals. Your stock investment portfolio will always be tailored to YOU and your unique goals.
Families: We help families transfer wealth and estates with tax-savvy strategies, offer guidance on milestone expenses, help married, divorced, widowed spouses with the nuances of shared finances, and offer a billing benefit to households with multiple accounts under management.