Michele Clark
Senior Portfolio Manager at Acropolis Investment Management, LLC
About
Michele Clark is a Senior Portfolio Manager at Acropolis Investment Management, LLC in St. Louis, Missouri, where she specializes in retirement planning and comprehensive wealth management for clients approaching or living in retirement. In this role, Michele coordinates investment strategies, tax planning, Social Security optimization, charitable giving, and estate planning, ensuring each client’s financial picture is holistically managed during the critical transition to and through retirement. Her client focus includes ongoing investment advice and management across traditional and rollover IRAs, employer plans, taxable brokerage accounts, and charitable giving vehicles.
Bringing more than 25 years of experience in financial services, Michele previously founded and served as President of Clark Hourly Financial Planning and Investment Management, and was a Vice President – Financial Consultant at Charles Schwab, where she developed her expertise in retirement assets, income distribution, and long-term financial planning. She is recognized in national financial media as a trusted resource on complex retirement issues and client-centered planning strategies, reflecting her thought leadership in the investment industry.
Michele holds a BA in Psychology from Purdue University, the Chancellor’s Certificate for CFP Certification from the University of Missouri–St. Louis, and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and active in industry organizations, serving as President of the FPA of Greater St. Louis and volunteering with financial literacy outreach. Her areas of expertise include retirement income planning, investment management, tax-optimized withdrawal strategies, and the coordination of complex financial issues impacting retirees and pre-retirees.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Acropolis Investment Management, LLC | Senior Portfolio Manager | Jan 2019 to Present | — |
| Clark Hourly Financial Planning and Investment Management | President, Financial Advisor | Jan 2010 to Jan 2019 | CERTIFIED FINANCIAL PLANNER (TM) professional CHARTERED RETIREMENT PLANNING COUNSELOR (SM) NAPFA Registered Financial Advisor Fee-Only financial planning and investment advice Clark Hourly Financial P... |
| Charles Schwab | Vice President - Financial Consultant | Jan 1996 to Jan 2008 | — |
Education
Purdue University
BA, Psychology
University of Missouri-Saint Louis
Chancellor's Certificate in Educational Requirements Training for CFP Certification
College for Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
Skills & Expertise
Others at Acropolis Investment Management, LLC (16)
| Name | Role | Location |
|---|---|---|
| Financial Trader | St. Louis, MO , United States | |
B Brad Combs | Senior Portfolio Manager | St. Louis, MO , United States |
| Portfolio Manager | St. Louis, MO , United States | |
| Partner | St. Louis, MO , United States | |
G Gary Melchior | Senior Portfolio Manager | St. Peters, MO , United States |
| Portfolio Manager | St. Louis, MO , United States | |
J Joseph Kelley | Portfolio Manager | Chesterfield, MO , United States |
| Partner | Saint Charles, MO , United States | |
| Partner | Chesterfield, MO , United States | |
| Investment Analyst | Chesterfield, MO , United States |
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