Chesterfield, MO North Outer Forty Road logo

Chesterfield, MO North Outer Forty Road Office

Team
Updated today
Acropolis Investment Management logo

Acropolis Investment Management

Multi-team

Firm-wide stats for Acropolis Investment Management

Total advisors

37

Across 2 offices

Clients per advisor

28 Very Low

Avg AUM per client

$2,390,062 Very High

HNW client ratio

61% Very High

About

Acropolis Investment Management, LLC is a fee‑only wealth management firm that provides financial planning and portfolio management to individuals (including trusts and estates), institutional clients (corporations, banks, endowments, and charitable organizations), and company‑sponsored and multiemployer retirement plans. The firm offers individual investment management, institutional portfolio services, and retirement‑plan advisory and education, and may support clients through sub‑advisor or solicitor arrangements.

Investment decisions are driven by an asset‑allocation framework in which an Investment Committee uses long‑term commercial and academic data to estimate risk, return, and correlations and to construct diversified portfolios across equities, fixed income, mutual funds, ETFs and, when appropriate, private or alternative investments. Portfolios emphasize tax efficiency and low turnover, begin equity allocations from the MSCI World benchmark with a U.S. home‑bias adjustment, and apply quantitative and fundamental metrics (including Novy‑Marx measures and DCF analyses) for selecting larger‑cap individual stocks, typically managed on a discretionary basis under a signed Investment Policy Statement.

Distinctive elements noted in the brochure include a focused retirement practice for the union workplace delivered through Ullico Retirement Solutions and a solicitor/sub‑advisory relationship with Ullico Investment Advisors, along with an advisory role to 31 company‑sponsored plans with over $600 million in plan assets and approximately $2.64 billion in discretionary AUM. The firm issues regular quarterly performance reports, provides participant education and on‑site sessions, participates in fee‑sharing solicitation arrangements, and uses AI tools for administrative tasks (meeting note‑taking and agenda preparation) while expressly not using AI for investment decision‑making.

Based on Acropolis Investment Management

Expertise

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management

Based on Acropolis Investment Management

Occupation focus

Retired Founder/Business Owner Union Employee Executive

Based on Acropolis Investment Management

Location

14567 North Outer Forty Road, Suite 200

Chesterfield MO 63017

Advisors at this office

29

Advisors at this office

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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Nathan W

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

Nathan Ward is a CFP® and holds a Series 65 license, working with Acropolis Investment Management since 2020. He has four years of industry experience following a decade of education. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses an asset-allocation framework based on long-term data to construct diversified portfolios emphasizing tax efficiency and low turnover, and it maintains a focused retirement practice for union workplaces alongside advisory roles for numerous company-sponsored plans.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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William M

CFP®, Series 63

Chesterfield, MO

Acropolis Investment Management

William Mckillip is a CFP® with 30 years of experience in the financial services industry. He has worked at Acropolis Investment Management since 2018 and previously spent over two decades at MML Investors Services, Inc. He is also a partner in McKillip Financial Services, which provides life, health, disability, and long-term care insurance services. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a long-term, data-driven asset allocation approach to build diversified portfolios emphasizing tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Cliff R

CFP®, CFA®, Series 65

Chesterfield, MO

Acropolis Investment Management

Cliff Reynolds is a financial advisor at Acropolis Investment Management with 19 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Acropolis since 2007. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs an asset-allocation framework informed by long-term data and combines quantitative and fundamental analysis to construct diversified, tax-efficient portfolios, with a notable focus on retirement solutions for union workplaces.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Miranda H

CFP®, Series 65

Chesterfield, MO

Acropolis Investment Management

Miranda Hagar is a CFP® and Series 65 credentialed financial advisor at Acropolis Investment Management with four years of industry experience. Before joining Acropolis in 2022, she held roles at United Health Group, Palm Health, and Blue Cross Blue Shield of Texas. Outside of finance, she previously worked with Sumits Yoga for two years and has experience with Dale Carnegie Training and the University of Missouri. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios and maintains a distinct retirement practice focused on union workplaces, managing over $2.6 billion in discretionary assets.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Jennifer L

CFP®, Series 66

Chesterfield, MO

Acropolis Investment Management

Jennifer Lissner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Acropolis Investment Management. She worked at Wells Fargo Clearing for 10 years and has been self-employed throughout her career. Outside of finance, she is an author and novelist based in St. Louis, having published several books including "The United Corps" and "Officers Training School." Acropolis Investment Management is a fee-only wealth management firm that provides financial planning and portfolio management services to individuals, institutions, and retirement plans. The firm uses a data-driven asset-allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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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.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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Cynthia M

CFP®, Series 63

Chesterfield, MO

Acropolis Investment Management

Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
user avatar

Jessica H

Series 65

Chesterfield, MO

Acropolis Investment Management

Jessica Hendricks is a financial advisor at Acropolis Investment Management with three years of industry experience. She holds a Series 65 credential and previously worked for Commerce Bank for five years before joining Acropolis Investment Management in 2021. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm emphasizes asset-allocation strategies based on long-term data and constructs diversified portfolios with a focus on tax efficiency and low turnover.

Passive / index investing Active portfolio management Concentrated stock management Real estate investing Wealth management Retired Founder/Business Owner Union Employee Executive
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