Acropolis is a St. Louis-based, fee-only wealth management firm. We serve individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
To learn more about our financial planning services, please contact us at 1-888-882-0072.
Almost all of our Private Clients have the same question: What do I need to do today so that I can meet my goals tomorrow?
At the heart of our financial planning recommendations is the Acropolis Financial Forecaster® (AFF). The AFF is a proprietary model designed to identify and quantify what clients need to do in order to increase the chances of meeting their goals.
Unlike traditional financial planning models, the AFF generates thousands of scenarios that include market crashes, hyper-inflation, asset bubbles, deflation, and everything in between.
Of course, the AFF does not predict the future – there is no such device! It does however, provide clients with:
Our goal as managers is to help you find the most risk-averse path to success. Ultimately, the probability of your success boils down to the following variables, some of which you can control and some of which are out of your control:
This model is custom: some clients will prefer to work longer and save less, while others will want to take substantial market risk for the possibility of retiring earlier. The AFF enables clients to see the effect that different market and inflation environments might have on your financial situation.
We review the AFF inputs and results with you each year with any changes to your situation and updates to our market and inflation assumptions. If the probability of your success begins to alter, we can make adjustments to the variables that you are most comfortable with so that clients can meet their goals.
We are fee only wealth advisors and financial planners focused solely on the goals of our clients, so if you are looking for retirement planning advice, help with estate planning, asset reallocation, or you are an institutional investor, Acropolis Investment Management is here to help. Please give us a call to learn more about our comprehensive financial planning services.