Motley Fool Wealth Management (“MFWM”) is a registered investment advisor. We help our clients pursue their long-term financial goals through proprietary investment strategies, each guided by our signature Foolish investing philosophy. 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.

Our 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 pride in our transparent, competitive fee structure. And as a fiduciary, we put our clients’ best interests first. Always.

**********
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.

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

Investment Management

Retirement

Motley Fool Wealth Management

Nicholas Crow

Cristina Munteanu

Megan Brinsfield

Joseph Perna

Rebekah Hughes

Madison Early

Chris Harris

Greg Robleto

James Bishop

The Financial and Wealth Management Team at Motley Fool Wealth Management is responsible for guiding clients towards their long-term financial goals using proprietary investment strategies rooted in the Foolish investing philosophy. They provide personalized financial planning, asset management, and investment advisory services, focusing on high-conviction stock picks and hedged equity strategies to manage volatility and potential downturns. The team ensures fiduciary duty by prioritizing clients' best interests and maintaining a transparent, competitive fee structure.

Financial and Wealth Management Team

Client Relations and Experience

Development Team

Financial and Wealth Management Team

About

Team members

Other teams at Motley Fool Wealth Management

Client Relations and Experience

Development Team