Advisors at this firm
Michael L
Series 65
Chesterfield, MO
Acropolis Investment Management
Michael Lissner is a financial advisor at Acropolis Investment Management, L.L.C. with 23 years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2002. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining equities, bonds, mutual funds, and ETFs with quantitative and fundamental analysis.
Marie T
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Marie Tustin is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Acropolis Investment Management, L.L.C. since 2013, serving in various roles over that time. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a combination of equities, bonds, mutual funds, and ETFs.
Jack C
Series 65
Chesterfield, MO
Acropolis Investment Management
Jack Carpenter is a financial advisor with Acropolis Investment Management, L.L.C., holding a Series 65 designation and one year of industry experience. His prior work includes roles at UMSL and J & R Construction. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Minjung S
CFA®, Series 65
Chesterfield, MO
Acropolis Investment Management
Minjung Son is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management, LLC is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, blending equities, bonds, mutual funds, and ETFs with a U.S. home bias.
Amy C
Series 65
Chesterfield, MO
Acropolis Investment Management
Amy Crews is a financial advisor at Acropolis Investment Management, L.L.C. with 12 years of industry experience. She holds a Series 65 designation and has been with Acropolis since 2013. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and uses a blend of equities, bonds, mutual funds, and ETFs with an emphasis on U.S. markets.
Alex U
Series 65
Chesterfield, MO
Acropolis Investment Management
Alex Umble is a financial advisor at Acropolis Investment Management, L.L.C. with one year of industry experience. He holds the Series 65 designation and has been with Acropolis since 2022. Prior to his current role, he was a student at Edinboro University from 2018 to 2021. Acropolis Investment Management is a fee-only wealth management firm that serves individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.
Kaley P
CFP®, Series 65
Chesterfield, MO
Acropolis Investment Management
Kaley Pogrelis is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Acropolis Investment Management, L.L.C. since 2014. She holds a Series 65 license and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.
Nathan W
Series 65
Chesterfield, MO
Acropolis Investment Management
Nathan Ward is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. He holds a Series 65 designation and has been with Acropolis since 2020. Prior to his advisory career, he was a student for ten years. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm’s investment approach is committee-driven and focuses on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a blend of equities, bonds, mutual funds, and ETFs.
Michele C
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Michele Clark is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Acropolis Investment Management, LLC since 2019 and previously operated Clark Hourly Financial Planning, LLC for nine years. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative modeling with security-level analysis.
William M
CFP®, Series 63
Chesterfield, MO
Acropolis Investment Management
William Mckillip is a CFP® with 29 years of industry experience, currently serving as an advisor at Acropolis Investment Management, L.L.C. since 2018. He previously worked at MML Investors Services, Inc. for 21 years and has been affiliated with Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he is a partner in McKillip Financial Services, which focuses on life, health, disability, and long-term care insurance. Acropolis Investment Management, LLC is a fee-only wealth management firm offering discretionary portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm employs a committee-driven investment process emphasizing strategic asset allocation, tax-aware implementation, and a blend of equities, bonds, mutual funds, and ETFs with a U.S. home bias.
Cliff R
CFP®, CFA®, Series 65
Chesterfield, MO
Acropolis Investment Management
Cliff Reynolds is a CFP®, CFA®, and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Acropolis Investment Management, L.L.C. since 2007. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm uses a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining quantitative models with security-level analysis and maintaining a U.S. home bias.
Miranda H
Series 65
Chesterfield, MO
Acropolis Investment Management
Miranda Hagar is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and has previously worked at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she has experience with Dale Carnegie Training and Sumits Yoga. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a blend of equities, bonds, mutual funds, and ETFs.
Joseph K
Series 65
Chesterfield, MO
Acropolis Investment Management
Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Dannelle W
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Dannelle Ward is a CFP® with 23 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2002. She holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management, L.L.C. is a fee-only wealth management firm that offers discretionary portfolio management and advisory services to individuals, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Matthew A
Series 65
Chesterfield, MO
Acropolis Investment Management
Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.