The “Meet Your Financial
Goals and Dreams” Team

Your Mission is Our Mission

Meet the People Who Can Get You Closer to Your Dream

Your Financial Mission is Our Mission

Metcalf Partners Wealth Management once had a mission statement regarding how our team puts you in a better position to succeed in financial endeavors and about how we leave you with a better understanding of and vision for your future than you had before we met. It was heartfelt, but we ditched it.

The truth is that our mission changes every minute, every hour, and every day because our mission is based on your short- and long-term financial, retirement, and estate planning mission.

Having a mission statement doesn’t matter to you or us. Mission statements can say anything. It’s what we do that builds trust. In wealth management, mission statements are easy to come by. Trust takes asking, listening, planning, and follow through.

We Know Money Can Be Overwhelming

We’ve found a simple, logical strategy based on fundamentals such as savings rates, asset allocation, risk tolerance, and distribution planning is often the most effective one.

This is a Conflict-Free Zone

Our talk about mission statements? We mean it. That’s why we’re independent financial advisors, which eliminates many conflicts of interest that exist in the financial services world.

Metcalf Partners Wealth Management’s advisors do not sell proprietary products, so we make objective recommendations instead of ones that could end up benefitting us more so than you.

No strategy or plan assures success or protects against loss.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best, help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit

* As reported in Financial Planning magazine 1996-2016, based on total revenues.

Research from LPL

Below is a list of helpful documents from LPL Financial that offer additional financial perspective.

  • Weekly Market Commentary (Updated Weekly)
  • Weekly Economic Commentary (Updated Weekly)
  • Bond Market Perspectives (Updated Weekly)
  • Portfolio Compass (Updated Biweekly)
  • Market Insight (Updated Quarterly)
  • Market Outlook (Updated Annually)

Every day is one day closer to your dream.
What are you waiting for?