Real peace of mind doesn’t come from picking stocks...
It comes from picking the right partner
Professional Investment Stewardship for Your Family's Future.
You’ve worked hard to build a secure future for your family. But managing your investments can often feel like you’ve taken on a part time job.
All of your freetime is lost to diversifying your portfolio — reading about mutual funds, researching stocks and stressing about dips in the market. Instead of a blessing, managing your investments quickly becomes a burden.
At Metanoia Financial, we think it’s time for a change. Your investments should free you up for the life you want to live.
Let managing your portfolio be our job. You’ve got other important things to get back to.
The Metanoia Financial Investment Strategy
We believe in investment stewardship tailored to the individual. That’s why we start by talking about your goals and priorities.
Once we know what you want out of your portfolio, we develop a customized strategy to help you get it.
Our style is what’s often called “passive management”. But that doesn’t mean we’re hands-off — it just means we’re strategic and evidence-based instead of rushing around trying to time and beat the market. Study after study has shown passive management delivers better long-term results.
This frees us up to focus on our “Personal CFO” work: coordinating your taxes, retirement income, legacy, and financial life plan.
Frequently Asked Questions
- What is investment stewardship and how does it help me build wealth?
Investment stewardship is our fiduciary approach to growing and protecting your portfolio. Instead of just picking stocks, ‘stewardship’ means we design an evidence-based, long-term strategy (like passive management) that aligns your investments directly with your total financial life plan.
- Why is a Metanoia Financial Advisor different?
- Do you only serve families in St. Louis?
No. While our office is based in St. Louis, we are a modern, virtual-first firm. We use tools like Zoom to serve clients effectively across the country, from Atlanta to Philadelphia to St. Louis and beyond. If you need investment advice, we’re here to help.
- How do I get started?
The first step is a simple, 20-minute Introductory Fit Call. We’ll discuss your goals and our ‘Personal CFO’ service to see if we’re a mutual fit. If we’re confident we can help, we’ll show you the next steps.