Meet Your “Financial
Goals and Dreams” Team
Your Mission is Our Mission
Meet the People Who Can Get You Closer to Your Dream
Financial Planner & Wealth Advisor
Licensed Wealth Manager
Licensed Administrative Assistant/Operations Manager
Registered Sales Assistant
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 that a, logical strategy based on fundamentals such as savings rates, asset allocation, risk tolerance, and distribution planning is often the most effective one.
This is an Objective, Independent Zone
Our talk about mission statements? We mean it. That’s why we’re independent financial advisors, which allows us to be objective 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 nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.