Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management

Dechert represented Motley Fool Wealth Management (Fool Wealth) in connection with its agreement to join Apollon Wealth Management, LLC (Apollon). The transaction will see Fool Wealth join Apollon's growing national organization, providing Fool Wealth’s clients access to a broader range of financial planning solutions and investment vehicles through open-architecture platforms. Through the partnership, clients will gain enhanced planning services, including advanced estate and tax strategies, comprehensive risk management, retirement and philanthropic planning, and business advisory solutions. The agreement will also strengthen Apollon’s advisor base as the firm expands its presence in the nation’s largest financial market. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026. Motley Fool Asset Management, a separate subsidiary and ETF issuer, is independent from this transaction and will not be impacted. Motley Fool Wealth Management, established in 2014 to help individuals and families outsource the work of professional investing, manages over US$1.5 billion in client assets. Its sister company, The Motley Fool, LLC, has provided investment advice and stock recommendations for more than 30 years. Apollon Wealth Management, LLC is a collaborative and transparent financial planning firm focused on helping clients grow and preserve their wealth. Dechert represented Motley Fool Wealth Management (Fool Wealth) with a team composed by: financial services partner Julien Bourgeois and corporate partners Stephen Pratt and Ross MacConnell. The broader team included tax partner Josh Milgrim, financial services associate Derek Manners, corporate associate Dillan Gomes, tax associate Ishani Kundu and junior transactional associate Abigail Ferraioli.

Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management

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