About Acropolis
Acropolis was born from a simple idea: In an industry where high-quality, objective advice is hard to come by, we can make a difference by putting the client’s interests above our own.
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors, and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Our Team
Acropolis is made up of experts from a wide variety of investment fields. We combine the right skills, knowledge, and personalities into individualized investment teams to best serve our clients. Get to know Our Team.
Our View
We believe that a fair management fee, low-cost investments, and full transparency are top priorities. We can’t accomplish our goals without honesty, integrity, and always putting the client’s goals first.
The Beginning
In 1999, Acropolis was formed to deliver trusted advice, build more personal relationships, and secure the lifestyles our clients had worked so hard to create. Explore our Milestones.
Questions Answered
For more in-depth information or if you have a specific question in mind, please visit our FAQ page. There’s a good chance we’ve been asked before. View FAQs.
Mission and Values
Acropolis works with investments, but we also invest in personal relationships.
Our Mission is to offer our clients objective, honest advice above all else. With integrity, fiduciary responsibilities, and full transparency, we present a collaborative, personalized approach to investment management.
We value honesty and personal relationships.
When Acropolis was formed, any business structure could have been established. We chose to structure our company as a Registered Investment Advisor and accept the accompanying fiduciary responsibility that requires us to put clients’ interests first.
We value our clients’ objectives.
We often preach taking the path with the least risk. When working to establish our client’s goals, we also work strategically to reduce the risk necessary to meet those goals.
We value the process.
Given that we can’t predict or control markets, we focus on the things that we can control. Having clearly defined and disciplined practices in place helps us manage risk and reduce the powerful emotional influences that can dramatically affect an investment portfolio.
We value your success.
We invest alongside our clients, using the same investment approach, philosophy, and security selection strategy. This may seem obvious, but there are many people in the investment business who don’t follow their own advice. John Bogle, the founder of Vanguard mutual funds, said that among the 4,356 equity mutual funds, 53.1 percent of the fund managers didn’t own a single share of the funds they managed. We believe that putting our own money at risk in the same securities as our clients keeps us keenly aware of the risks and opportunities.
Fiduciary Financial Advisors
What Makes a Financial Advisor a Fiduciary?
We are fiduciaries because we act in our clients’ best interests. We act in our clients’ best interests because we are Acropolis.
Becoming a fiduciary was a simple decision because it was the right decision. As an SEC-registered investment advisor, we are obligated to do what’s best for those who trust us with their investments. Of the estimated 12,000 registered investment advisers in the United States, Acropolis is one of a few hundred that are certified by the Centre for Fiduciary Excellence.
It’s easy to say that we’re fiduciaries – that we do what’s best for our clients. This is how we implement it.
Investments: We provide advice that is rooted in empirical evidence, including Modern Portfolio Theory.
Safeguarding Assets: We work with two established, secure broker-dealers to take custody of your funds and execute trades.
Fees: We are completely transparent about our fee structure from the outset of the relationship. Additionally, Acropolis does not recommend investments where clients pay a commission.
Knowing Our Clients: We take time to understand your goals. And those can only be understood after we get to know you as a person, your financial situation, and your ambitions. That information and bond allow us to customize a plan to meet your needs.
Mitigate Conflicts of Interest: We openly disclose any potential conflicts of interest and design policies and procedures to mitigate them.
Learn more about how clients benefit from having an advisor certified by the Centre for Fiduciary Excellence.
As a fiduciary, as a team, as a trusted partner, we are interested in building the best plan for you.
Firm Facts
Founded in 2002 as an Independent Firm
Founded in 1999 as a Bank Subsidiary
Business Segments
Private Client: Individuals & Families
Institutional: Banks, Foundations, Endowments, Not-for-Profits
Retirement Plans: Qualified Retirement Plans (401(k), 403(b), Defined Benefit, etc.)
Geography
Headquarters: Chesterfield, Mo.
Clients In: 41 States
Employment
Partners: 6
Employees (Full Time): 44
Average Employee Tenure: 8+ years
- 37 Registered Investment Advisor Representatives
- 3 Chartered Financial Analyst (CFA) Charterholders
- 14 Certified Financial Planners (CFP®)
- 3 Certified Public Accountants (CPA)
- 1 Certified Exit Planning Advisor (CEPA)
- 1 Certificate in Performance Measurement (CIPM) Designation Holder
- 2 ASPPA Qualified 401(k) Administrator (QKA)
- 1 Investment Adviser Certified Compliance Professional (IACCP)
Clients & Assets
Assets Under Management as of 12/31/24:
Private Client: $2.08 billion
Institutional: $109.1 million
Retirement Plans: $508 million
Total: $2.70 billion
Minimum Relationship: $1 million