Motley Fool Wealth Management announced it has signed an agreement to join Apollon Wealth Management. This move will expand the firm’s financial planning capabilities and broaden the suite of investment solutions available to its clients. The acquisition is expected to close in the first quarter of 2026, pending customary conditions.
Through the partnership, Fool Wealth clients will gain access to a broader range of advanced planning tools, including expanded estate and tax strategies, business advisory services, and enhanced risk management offerings. The combination also strengthens Apollon’s national footprint by adding a team deeply embedded in major U.S. financial markets.
Motley Fool Asset Management and The Motley Fool, LLC will remain independent and are not impacted by this transaction.
Fool Wealth, founded in 2014, currently manages approximately $1.5 billion in assets. The firm grew out of The Motley Fool’s long-standing investment advisory business, which has spent more than 30 years providing stock recommendations and financial education to individual investors. By joining forces with Apollon, the company aims to accelerate its growth while maintaining the client-first philosophy and long-term perspective that have defined its brand.
Apollon Wealth Management, which operates across multiple offices nationally, focuses on comprehensive financial planning supported by open-architecture investment solutions. Its model emphasizes advisor independence, seamless integration, and a centralized back-office that supports onboarding, transitions, and acquisitions.
The combined organization expects the transaction to create a more robust service environment for clients, offering an expanded array of planning solutions tailored to a wide range of financial goals. Oppenheimer & Co. acted as exclusive financial advisor to Motley Fool Wealth Management, and Dechert LLP served as legal counsel.
KEY QUOTES:
“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. To that, we are also adding some incredible Foolish employees to this partnership.”
Tom Gardner, CEO, The Motley Fool, LLC
“By joining Apollon, we’re not just expanding our reach—we’re amplifying our mission. Apollon’s established infrastructure and complementary experience allow us to deliver our Foolish approach to more investors nationwide while staying true to what’s always defined us: putting clients first, challenging conventional wisdom, and making financial advice both accessible and empowering.”
Megan Brinsfield, President, Motley Fool Wealth Management
“We built Apollon to enrich the lives of clients across the income spectrum through collaborative financial planning and sound guidance. Through this acquisition, we can help them expand and augment their overall experience by offering comprehensive financial planning with their unique goals in mind.”
Michael Dolberg, CEO, Apollon Wealth Management
“Fool Wealth brings deep relationships and a proven cultural alignment. We’re committed to strengthening that foundation by bringing clients access to a broader range of robust planning resources and advanced strategies that support every stage of their financial journey.”
Robert H. Gorman, Founding Partner and Chief Development Officer, Apollon Wealth Management
