Real peace of mind doesn’t come from picking stocks...
It comes from picking the right partner
Professional Investment Management for Philadelphia and beyond.
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 Philadelphia deserves investment management 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.
What does all of that mean for you? More consistent returns and lower fees.
years of investment management success
client
retention
Philadelphia
households served
Frequently Asked Questions
- What is investment management and how does it help me build wealth?
Investment management is about building short-term and long-term strategies to help you reach your financial goals. It includes buying and selling assets, tax services and budgeting.
- Why is a Metanoia Financial Advisor different?
- Do you only serve families in Philadelphia?
No. We are based in Philadelphia, but if you need investment advice — we’re here to help. Whether you’re approaching retirement, selling your business or need help managing an inheritance, we can help you spend less time stressing about money and more time with those you love.
- How do I get started?