Motley Fool Wealth Management to join Apollon in 2026 deal

Motley Fool Wealth Management has announced that it will merge with Apollon Wealth Management.

The move aims to expand the planning and investment services available to clients of Fool Wealth, the advisory division of The Motley Fool founded in 2014, which currently oversees roughly $1.5 billion in client assets through a group of financial advisors and wealth planners.

Under the terms of the agreement, expected to close in the first quarter of 2026, those assets and the associated clients will transition to Apollon’s platform, pending regulatory and customary approvals.

For existing customers of Fool Wealth, the consolidation means access to a wider suite of services under Apollon’s open-architecture model, including enhanced estate planning, tax strategies, comprehensive risk management, retirement and philanthropic planning, as well as business-advisory services.

“Apollon’s people are top-notch,” commented Motley Fool CEO Tom Gardner. “They share our commitment to principled, long-term financial advice.” He noted that the merger would bring in some “incredible Foolish employees” to the combined team.

Fool Wealth president Megan Brinsfield said the deal doesn’t just expand her firm’s reach but amplifies its 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,” she said.

On Apollon’s side, founding partner and Chief Development Officer Robert H. Gorman said the acquisition would reinforce the firm’s presence in major US markets, adding that Fool Wealth brings deep relationships and cultural alignment, giving clients “access to a broader range of robust planning resources and advanced strategies that support every stage of their financial journey.”

Apollon, known for its client-centric planning model and support for independent advisors, views the merger as an opportunity to strengthen its national reach while giving former Fool Wealth clients a comprehensive platform for their long-term financial objectives.

Apollon’s 2025 acquisitions have also included Columbus, Ohio-based Chornyak & Associates, marking Apollon’s first move into the state; and expansion in the Northeast with the acquisition of C.J. Lawrence.

The transaction does not affect other divisions of The Motley Fool including its media and asset-management businesses.

Anticipated to finalize in early 2026, the deal offers existing clients expanded services and deeper resources. For the advisory industry at large, the union reflects an ongoing consolidation trend and a growing emphasis on full-service wealth platforms.