Investing In
Your Interests

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Trust

Integrity and honest advice are our top priorities with fiduciary responsibilities and full transparency. Acropolis offers a personal approach to investment management that honors your goals.

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Teamwork

Every client has a team of Acropolitans that meet with you face to face and are dedicated to delivering timely information and responsive personal service at all times.

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Understanding

Collaboration is our strong suit. Our team gets to know you, your financial objectives and your life goals. Then, we work together, to set the course for success.

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Reliability

By applying the same investment philosophy and investing alongside our clients, we stay keenly aware of the risks and opportunities that we all face in the market.

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23 Mar 2026

What is a NAPFA-Registered Financial Advisor?

When I first became a NAPFA-Registered Financial Advisor, I heard, more than a few times, “Congratulations… what is that?”  It wasn’t surprising, because NAPFA is a small but important group. What is NAPFA? The National Association of Personal Financial Advisors (NAPFA) is a group of professional financial advisors who advise on a Fee-Only basis, meaning no commissions or incentives.  This way, the client pays for the advice (rather than the… Read More

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21 Mar 2026

Estate Planning

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you… Read More

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19 Mar 2026

Long Term Care Planning: More Than Just Insurance

My financial planning engagements are very detailed, especially for clients who are nearing retirement.  I find that when talking with colleagues at conferences and continuing education meetings, many of them do not discuss how Medicare works, the potential cost of healthcare in retirement, or even potential long-term care needs.  I know that the clients who come to me often come to me with misconceptions about these items.  Which is understandable, since… Read More

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