With a financial advisor Philadelphia families trust.

I have been working with Bobby for over 10 years now. I am amazed at his expertise, his caring and his dedication to me as a client and to excellence. Bobby is never rushed, he listens and genuinely cares about me, my concerns and my success. This is so rare to find and has proven immensely helpful fo my growth personally and financially. Thank you Bobby for doing amazing work and for being you!

After extensive research and prayer, we found Metanoia. Upon our first meeting with Bobby, we clicked immediately! He had a keen sense of our retirement goals, and helped us to achieve them earlier than we originally anticipated. Trust and confidence in Bobby and his team gives us peace of mind.

Bobby is a strong financial counselor for us, meeting our needs as we plan for our retirement. He is knowledgeable, creative, and understands our goals. His advice is helping to position us for a solid financial future.

A few things I have valued about working with Bobby, is he is NOT pushy, focuses on my goals, not his; his expertise gives me peace of mind while growing my bank account and saving taxes; and lastly I completely trust him (a huge requirement). He is easy to get a hold of and always willing to make time for me.

We’ve worked with Bobby for over 5 years now and he has been a tremendous financial steward for our future success. We have two young children and with Bobby’s leadership and advice, we are now set up to save and plan for our children’s future in education as well as our own retirement aspirations. His easy going style and ability to listen to our goals provides that sense of comfort you can trust in as a financial advisor. He is always available to meet and discuss possible life events such as travel, long term purchases, evolving retirement goals, and our annual benefit selections through our employers. Thank you for all you do for our family.

​​Trust is made up of character and competence and, as we were choosing our financial advisor, both were at the top of our evaluation list. Bobby has exceeded both of these over the last 7+ years of us working together. Not only has he helped us achieve our personal and professional goals, we also know he has our best interest in mind and that our objectives are aligned. Bobby has become an extension of our family and business and we would highly recommend his services to anyone interested in developing a true partnership with their financial advisor.