Financial PlanningFinancial ServicesInvestment Advisory Services
Metric Financial brings over two decades of financial industry experience. Over that span, we have identified numerous ways the industry works against the everyday investor. The mission of Metric Financial is to address the imbalances and offer investors a fairer deal. Lower costs and better results means a reasonable advisory fee, more cost- and tax-efficient investments, and a more academic approach to outpacing traditional market indices (i.e. S&P 500, etc.). In addition to seeking to improve investment outcomes with individually-customized portfolios, we will create financial plans tailored to your goals and needs. We will help to coordinate all aspects of your financial life, including working with accountants, insurance professionals, and estate planners.