Apollon Wealth Management Expands National Reach with Motley Fool Wealth Management Acquisition

Mount Pleasant, South Carolina-based Apollon Wealth Management, LLC announced the completion of its acquisition of Motley Fool Wealth Management, LLC, a registered investment advisory firm founded in 2014.

Officials said the acquisition adds a highly aligned team to Apollon’s growing national platform and advances the firm’s commitment to delivering comprehensive, planning-first financial advice.

“Apollon was built to enrich the lives of clients through thoughtful, collaborative financial planning,” said Michael Dolberg, founding partner and CEO of Apollon Wealth Management. “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.”

Apollon manages over 100 proprietary strategies — many investing in individual securities — alongside access to a broad range of third-party strategies and alternative investments.

While ETFs and mutual funds remain part of the toolkit, they aren’t the default, officials said. They said this approach, supported by expanded capabilities across investments, tax strategy, estate planning, and risk management, enables the delivery of precision-built, institutional-quality portfolios engineered around each client’s objectives, risk parameters, and tax profile—not a standardized template.

 Apollon’s open-architecture approach and centralized investment committee further provide flexibility, disciplined oversight, and alignment with each client’s unique objectives, the officials said.

The Motley Fool Wealth Management team, led by President and advisor Megan Brinsfiel, joins Apollon.

 The team includes:

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 and editor.

“Continuing the Foolish legacy at Apollon is a natural progression of the foundation we’ve built with our clients over the past 12 years,” said Brinsfield. “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.”

Said Tom Gardner, CEO of The Motley Fool, LLC: “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.”