Your Personal CFO

Serving Clients in Philadelphia and across the country.

Financial Planning

Investment
management

Retirement Planning

Retirement
Planning

tax planning

tax
Planning

You’ve Worked Too Hard to Stress About Money

You’ve worked hard over the years. Now, you should be rewarded for it — not stressed over every financial decision.

At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life.

We act as your personal CFO so you don’t have to worry whether you’re making the right choices with your finances.

With us on your team, you can spend less time stressing about money and more time with those you love.

Meet Your Team

You won’t get passed around again. We keep it small so you can get the attention you deserve. Metanoia Financial promises you a Philadelphia financial advisor who knows what you want, and won’t sell you things you don’t need.

Meet Bobby

Bobby Cremins

Bobby Cremins

CFA, CFP®, CKA

Founder, President
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®

Meet Abby

Abby

Abby Cubbison

FPQP™, BFA™

Associate Financial Planner
Financial Paraplanner
Qualified Professional™
Behavioral Financial Advisor

Meet Alycia

Alycia

Alycia McDonald

 

Client Services Specialist
Operations Manager
 
 

We've been dedicated to helping individuals and families from coast to coast create real financial plans since 2010.

True financial guidance has a way of helping bring clarity and order to all aspects of a person’s life. Sadly, big banks and Wall Street care a lot more about numbers than the people they serve.

In 2010, we launched a new and better way to bringing financial wisdom into the lives of individuals, families, and the business community.

“I started Metanoia Financial to put the focus on my clients instead of the shareholders and executives at large financial institutions.”  – Bobby Cremins, Founder

That shift is the cornerstone of Metanoia — a Greek word that means “change of heart” or “transformation.”

We’re all about putting you first so you can experience your own transformation — from stressing about financial decisions to enjoying the things that matter most.

Are you ready for a change?

Bobby Cremins