Metropolitan Wealth Advisors of Columbia

Metropolitan Wealth Advisors is a financial planner in Columbia, MD. The firm serves individuals, business owners, and corporate clients by helping them identify financial objectives and achieve them through strategies that build and preserve wealth. Services include wealth management, financial planning, trust services, and business guidance, with specific offerings covering retirement plans, tax management, estate planning, college funding, and various insurance products such as life, disability, and long-term care. The firm holds a rating of 5.00 based on one review.

The team takes a holistic approach to understanding each client's unique situation, focusing on meaningful conversations rather than just forms to develop customized plans. With over 25 years of experience, the firm has developed a reputation for educating clients in an easy-to-understand manner about personal finance, investments, and insurance. The staff includes managing partners James M. Lee, ChFC, and Michael Achatz, ChFC, along with investment advisor representatives and financial advisors such as William Stanik, Justin K. Bowmaker, Justin Taylor, CFP, and others. Supporting roles are held by a director of operations, client relations managers, operations managers, and client services specialists. The firm emphasizes a team approach, believing that diverse backgrounds and continuous training improve the ability to provide sound advice and challenge conventional wisdom in investing and wealth preservation.

The office is located on Benjamin Franklin Dr, about half a mile from Rouse Parkway and Waterloo Road. It is situated near Cedar Villa Heights Park and the Washington Manor neighborhood, with Dorsey Run creek approximately 0.3 miles away. The Ridgely's Run Community Center is also within 0.7 miles of the location.

Metropolitan Wealth Advisors is known for its positive rating from customers and its long-standing presence in the Columbia area. The firm stands out for its dedicated focus on client satisfaction and its extensive team of qualified financial professionals who prioritize long-term relationships and tailored strategies for preserving wealth and navigating life transitions.