Through comprehensive wealth management, we help our clients plan for the future – beyond just investments.
Acropolis recognizes that our individual investors desire more than institutional investment management advice. Individual investors also require unbiased, ongoing advice about their entire financial situation. This can include early retirement decisions, gifting, tax and estate planning, debt management, insurance guidance, and how to most effectively pass wealth on to future generations in a way that will encourage their happiness and success.
Most investors are unsure how to make asset allocation decisions, what the impact of an early retirement will be or how to tell the difference between two bonds. Each of these examples can have an enormous impact on your financial life, but most people aren’t sure how to make the most appropriate decisions.
Personalized Wealth Management
The advice that we provide is personalized for each client because no two clients are the same. Although many clients may have similar-sounding goals, each client will make different decisions depending on their own unique circumstances. Some clients will want to work longer while others will save more to retire early. We have the tools to help people make the decisions that are right for them.
Fee-only Fiduciary Registered Investment Advisors (RIAs)
Our clients know that our advice is objective. We serve clients on a fee-only basis and have no hidden agenda about the investments that we select. We are also a Registered Investment Advisory firm, which means that we serve clients in a fiduciary capacity that requires us to put client interests first and disclose any possible conflicts of interest. We have gone one step further by earning the CEFEX designation from the Centre for Fiduciary Excellence.
We work to maximize risk-adjusted returns and set a strategic course toward success.
Acropolis is focused on your success. This refers in part to investment performance, but more importantly, we are working to ensure that clients can meet both their financial and lifestyle objectives.
Private Client Wealth Management FAQs
1. What is included in Private Client Wealth Management at Acropolis?
We provide comprehensive wealth management that goes beyond investments—ongoing guidance on retirement decisions, gifting strategies, tax and estate planning coordination, debt management, insurance guidance, and legacy planning, alongside investment management.
2. Who is a good fit for Acropolis Private Client Services?
Individuals and families who want objective, ongoing advice about their full financial picture (not just portfolio picks)—often including people making big decisions like early retirement, major gifting, or planning how to pass wealth to future generations.
3. What does “fee-only fiduciary” mean, and why does it matter?
Fee-only means the firm is compensated by client fees—not commissions—so the advice is designed to be objective. As a fiduciary RIA, we are required to put client interests first and disclose potential conflicts.
4. Do you help with retirement planning decisions, including early retirement?
Yes. Acropolis provides guidance on early retirement decisions and the impact retirement timing can have on your overall plan, so you can choose a path that matches both financial and lifestyle goals.
5. How is your advice personalized?
Acropolis builds advice around each client’s unique situation. Even if two clients share similar goals, the right decisions can differ based on circumstances like savings rate, time horizon, risk tolerance, and priorities (work longer vs. retire earlier, for example).
6. Can Acropolis coordinate tax and estate planning if I already have other professionals?
Yes. We address tax and estate planning as part of overall wealth management, which commonly involves coordinating with your CPA and estate attorney so decisions work together.
7. What is your investment approach—are you focused on performance or planning?
Both, with planning as the bigger picture. We work to maximize risk-adjusted returns and set a strategic course toward success, to help clients meet financial and lifestyle objectives—not just chase returns.