Testimonials

 

“I cannot say enough about Jeb and his team of professionals, as they are top-notch! I have been with the firm for a number of years and could not be more satisfied. After having been with other firms over the years where all they did was make money off of me, versus making money for me, I will never regret the move to this company. Their singular focus since I joined them has and continues to be, growing my portfolio in a very positive manner, year over year.” Mike M. – Phoenix, AZ

 

“Working with Metcalf Partners has been the best decision I have made. They care about each individual no matter their income. Jeb has consistently met with me and helped me make solid decisions. He has allowed me to retire early and not worry about my finances. Highly recommend.” Teri D. – Overland Park, KS

 

“We have been clients of Jeb’s for many years. we continue to be impressed with his focus on our personal needs, preferences and circumstances. His knowledge and integrity make him a trusted financial advisor. With his guidance, we are financially secure in our retirement.” Ellen W. – De Soto, KS

 

“Throughout my long tenure of being a client with Ethan and the entire Metcalf Partners team they have always been extremely responsive and have never made me feel that their advice is skewed to benefit their company, like some other financial planners I have worked with in the past have. They are always more than willing to sit down, in person, video chat or on the phone, to explain my finances and all of the options I have when making investment decisions. I have, and will continue, to recommend them to family and friends since they truly do have your best interest in mind when giving financial advice.” Harold M. – Overland Park, KS

 

“I’ve worked with Metcalf Partners for 7 years and couldn’t be happier with the service. In every review Jeb carefully explains all my options, the potential risks and rewards, and allows me time to make decisions with which I am comfortable and that fit my goals and tolerance for risk. I would unreservedly recommend Metcalf Partners to anyone.” Tom G. – Peculiar, MO

 

“My wife and I have been with Metcalf Partners Wealth Management since they began. We took a chance, and they kept their word. Relations have always been professional, prompt, and honest. We would certainly recommend that anyone interested sit down and talk with Jeb, Eric, et al.” Rick and Connie B. – Blue Springs, MO

 

“The level of expertise and professionalism we have experienced since working with Metcalf Partners has been exceptional. We have no hesitation trusting them to do what’s best for our family and future, and we look forward to many more years of partnership!” Erika J. – St. George, KS

 

“We have been working with Eric over several years and he has continually demonstrated the long term financial expertise while focusing on client care. He is intentional in understanding us and our goals as they change, explains the complex in simple terms, and challenges us to look at multiple investment options. We are very happy with our experience and look forward to the future.” Andrew P. – Plymouth, MN

 

“Metcalf Partners Wealth Management has been key to helping my business set up retirement plans for all of my employees, as well as manage my personal portfolio. Eric and his team are always available and easy to communicate with. I feel like my investments are in good hands.” Nick M. – Kansas City, MO

 

“I have worked with Jeb and the entire Metcalf Partners team for over 10 years. Jeb and his team were instrumental with my final decision to sell my business. Jeb’s team provided several different conservative assumptions based on the proceeds from the sale of the business that helped us understand that selling the business was the best financial decision long term.” Ryan C – Danville, CA

 

“I have been working with Ethan and the Metcalf Partners team now for a couple of years and they are great to work with. I truly believe that they have my best interests at heart when they are providing recommendations for how to manage our assets. They are great at explaining all of the options and ensuring that all of my questions are answered before going down any path. The team is extremely personable and they have always gone above and beyond for my wife and I to help us meet our long term financial goals. I would highly recommend Ethan and Metcalf Partners to anyone looking for a true partner to help them with their long-term financial planning goals.” Thomas G. – Overland Park, KS

 

“I have been a client of Jeb Graham, and with Metcalf partners, for ten plus years. I can truly say I have my full trust with Jeb and Metcalf Partners. They assisted in my parent’s inheritance and figuring the best way to invest, my own investments, and assisted me during my divorce. They are reliable, trustworthy, and have always explained things to me that I can understand. I have only spoken highly of my financial advisor!” E.Dalton – Kansas City, MO

 

“I have been a client of Jeb Grahams and Metcalf partners for over ten years and I would recommend him and his company to anyone. The trust I’ve established with him is why I choose to have him handle my financial investments. What I value most is his genuineness and integrity.” Allison G. – Olathe, KS

 

“We’ve been with Jeb, Vicky, and the Metcalf Partners team for 8 years. They have helped us through the death of my Father and subsequent estate matters in another state. We are greatly appreciative of their steadfast attention to details and optimization of our options. We couldn’t have had more wise counsel or collaborative partnership through this process. Jeb worked with estate attorneys & CPA’s in both states to assist us with crafting the best options moving forward. Jeb and his staff have skillfully coordinated our kids 529’s and early saving’s plans all the while, educating our kids how to be financially savvy. We have loved working with Jeb for a very long time. He’s our rock! We highly recommend him and his firm for all your financial planning needs.” Amy H. – Parkville, MO

 

“I started working with Jeb Graham back in 2016, when the investment guy I had at that time retired. Jeb has been great to work with and always keeps me up to date regarding my accounts and my company profit sharing plan. Honesty and transparency are vital to me when it comes to my choice for an investment advisor and Jeb and his group meet that requirement 100%.”
Richard P. – Gladstone, MO