Michael Lissner
CFP®, CEPA®
Acropolis Investment Management, LLC
Partner
Michael Lissner
CFP®, CEPA®
Acropolis Investment Management, LLC
Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Lissner, CFP®, CEPA®
Fee-Only financial planner located in Chesterfield, MO, serving clients locally and across the country
Michael Lissner is a Chesterfield, MO fee-only financial planner. Acropolis Investment Management, LLC provides comprehensive financial planning and investment management strategies, as well as, business exit planning to help individuals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Lissner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a partner of Acropolis, Mike Lissner is responsible for developing and managing client relationships. Mike has extensive experience in personal financial planning and managing investment strategies for a variety of situations and organizations. Mike’s two passions are: helping people who have earned their own money, and assisting business owners prepare for the eventual transition out of their business on their terms.
Mike has over 30 years of financial services experience and has helped clients successfully navigate through a wide variety of market environments. He is a member of Acropolis’ Investment Committee and contributes to the overall investment strategy of the organization.
Acting as a “Family CFO”, Mike helps self-made individuals, small business owners, executives, and professionals with comprehensive planning around retirement and investing. He advises on financial matters including retirement planning, investing, Social Security, funding health care, stock option analysis, maximizing employer benefits, charitable gifting strategies, estate planning needs, debt management, risk management (insurance), tax planning, banking needs, trust administration, and income and cash-flow management.
For business owners, Mike assists owners with how to prepare their company for the eventual ownership transition on their terms and timeline, including the strategy for selling their business.
Mike performs portfolio analysis, directs the firm’s financial modeling efforts, and leads the Retirement Planning/401(k) line of business.
Local media appearances include news segments on KTVI Fox St. Louis, KPLR 11 St. Louis, the St. Louis Post Dispatch, the St. Louis Business Journal, and St. Louis Small Business Monthly.
Prior to joining Acropolis, Mike spent thirteen years in the financial services practice at Accenture. As a Senior Manager, Mike led projects in retail and investment banking, with an emphasis on high-net-worth private banking.
From a charitable perspective, Mike likes to focus his time, talent, and treasure on entrepreneurship, education, faith, and support of the troops. Outside of Acropolis, Mike is actively involved in the community, serving on the following boards and community activities:
- Entrepreneurs Organization. Various years starting in 2004 – Current. Leadership: Finance Chair
- Charles Community College Foundation Board: 2002 – 2020 Foundation Board, 2020 – Current, Trustee
- Louis Chapter of the Exit Planning Institute. 2014 – Current. Leadership: Vice-President
He is a St. Louis native and enjoys spending time with his kids, playing bridge, traveling, and being on the water.
Mike earned a B.S.B.A. in Computer Science (Mathematics) from the University of Missouri-Columbia. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, a Certified Exit Planning Advisor (CEPA), and is a NAPFA Registered Investment Advisor.
Michael Lissner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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. Read our Mission & Values.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Lissner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Lissner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Lissner is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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Acropolis Investment Management, LLC has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
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Michael Lissner is Executive Director at Ullico Retirement Services
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Michael Lissner is a Contriuting Author in Financial Advisor Magazine
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Michael Lissner is Interviewed on The Exit Plan Show
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Michael Lissner is Quoted in the St. Louis Business Journal: "Investment gods smile on Acropolis"
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Michael Lissner is Featured in The Wall Street Transcript
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Michael Lissner is Quoted in St. Louis Business Journal: "Acropolis tops $1 billion in client assets"
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Michael Lissner Name to "2018 Best Wealth Managers" List by St. Louis Small Business Monthly
Contact Michael Lissner
Office Locations:
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14567 N Outer Forty
Suite 200
Chesterfield, MO 63017
