Apollon Wealth Management announced it has completed the acquisition of Motley Fool Wealth Management, a registered investment advisory firm founded in 2014, strengthening its national footprint and enhancing its ability to deliver comprehensive, planning-first financial advice.
The transaction brings Motley Fool Wealth Management’s advisory team into Apollon’s growing platform, aligning both firms around a shared philosophy focused on long-term, client-first investing and holistic financial planning. The deal also expands Apollon’s capabilities across investment management, tax strategy, estate planning, and risk management.
As part of the integration, Motley Fool Wealth Management will transition client accounts to Apollon’s platform, with the Motley Fool team continuing to serve clients throughout the migration. Over time, Apollon will assume full investment advisory responsibilities while maintaining continuity in client relationships.
Apollon emphasized that its approach centers on building customized portfolios informed by comprehensive financial plans rather than standardized investment templates. The firm manages over 100 proprietary strategies alongside third-party and alternative investment options, supported by an open-architecture framework and centralized investment committee.
The Motley Fool Wealth Management team, led by President Megan Brinsfield, will join Apollon and continue working with clients.
Advisors:
- Megan Brinsfield, MAcc, CPA, CFP®
- Sabrina Rosh, CFP®
- Lyndsi Stender, CFP®
- Sean Gates, CFP®, EA
- Isaac White, CFP®
Operations & Support:
- Brandie Blackwell, Senior Relationship Manager
- Emily Downie, Relationship Manager
- Kay Reel, Relationship Manager
- Tamsin Green, Vice President of Strategic Operations
- Molly Smith, Marketing Manager, Writer & Editor
The acquisition reflects Apollon’s continued expansion strategy, adding talent and capabilities to support a more integrated wealth management experience for clients nationwide.
KEY QUOTES:
“Apollon was built to enrich the lives of clients through thoughtful, collaborative financial planning. Motley Fool Wealth Management shares that same long-term, client-first philosophy. This partnership strengthens our ability to deliver highly personalized advice supported by broader planning capabilities, deeper investment resources, and institutional-level infrastructure.”
Michael Dolberg, Founding Partner And CEO, Apollon Wealth Management
“Continuing the Foolish legacy at Apollon is a natural progression of the foundation we’ve built with our clients over the past 12 years. Many of our clients have been waiting for us to be their trusted advisor across a wider scope of capabilities, and at Apollon, we can now deliver on that in a much more comprehensive way. Bringing together the full financial planning suite with a flexible investment framework, including direct security selection, proprietary strategies, and access to a wide range of third-party and alternative solutions, it adds fuel to the collaborative work we’ve already been doing. I’m confident that our clients are going to feel right at home in the Apollon ecosystem.”
Megan Brinsfield, President, Motley Fool Wealth Management
“In partnerships, we look for passionate people on a lifelong mission to help others. Apollon’s people are top-notch. They share our commitment to principled, long-term financial advice, and we’re excited to see this next chapter create even more opportunity for clients and advisors alike.”
Tom Gardner, CEO, The Motley Fool, LLC
