Motley Fool Wealth Management, LLC (“Fool Wealth”) announced today that it has signed an agreement to join the growing national organization of Apollon Wealth Management, LLC (“Apollon”). We believe this strategic expansion will give Fool Wealth’s existing clients access to a greater range of financial planning offerings, as well as a broad array of investment vehicles through open architecture platforms.
Megan Brinsfield, CPA, CFP®, President of Motley Fool Wealth Management, of Motley Fool Wealth Management discussed the integration of tax education into advisory practices in a presentation at the CFP® Board Connections Conference in Chicago, IL.
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