Motley Fool Wealth Management

Motley Fool Wealth Management Motley Fool Wealth Management has joined Apollon Wealth Management! Please visit foolwealth.com for more information and important disclosures.

We believe that great businesses make great investments, and that investing in individual stocks with a long-term, buy-and-hold mentality is a time-tested path to building long-term wealth. So our in-house, experienced portfolio managers power our strategies with our highest-conviction stock picks, including a hedged equity strategy designed to deal with volatility and a potential downturn. We can

also complement our stock-driven strategies with fixed-income solutions to further combat volatility. We take on the heavy lifting of managing your investments day-in and day-out. We take pride in our transparent, competitive fee structure. And as a registered fiduciary, we put our clients’ best interests first. Always.
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Motley Fool Wealth Management (“MFWM”) is an SEC registered investment advisor with a fiduciary duty that requires us to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to MFWM is only available to MFWM clients pursuant to an Investment Advisory Agreement and accepting delivery of MFWM’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at foolwealth.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) and IRA rollovers into accounts that are managed by MFWM. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive.

*While certain of MFWM strategies may utilize ETFs that are subject to fees and expenses, our focus on direct equity investments (whenever possible) can significantly reduce the impact of underlying fund fees and expenses. When we believe that it is most efficient and appropriate to obtain exposure to an asset class using an ETF, we seek to utilize low-cost ETFs. Rather than choosing a portfolio comprised primarily of our traditional stock-based models, clients may select an index-based portfolio comprised exclusively of exchange traded funds.

**The mix of strategies we recommend for client accounts are personalized and based on each client’s unique financial situation. However, our selection of individual securities is not personally tailored to each client account. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our model portfolios. http://foolwealth.com/info/

MFWM, an affiliate of The Motley Fool, LLC (“TMF”),is a separate entity, and all financial planning and investment advisory services are provided independently by the certified financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Please read our Social Media statement at: https://foolwealth.com/social-media-policy

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We’re proud to announce that Motley Fool Wealth Management is now officially a part of Apollon Wealth Management!

Thank you to all of our clients and community members who supported Fool Wealth’s mission since we launched in 2014. Fortunately, our story doesn’t end here.

You’re invited to join us in this next chapter of growth. Stay connected by following Apollon Wealth Management, LLC Management and read the full announcement to learn more. https://bit.ly/4skRJXE

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