Real peace of mind doesn’t come from picking stocks... It comes from picking the right partner

Professional Investment Management for Philadelphia and beyond.

The

Do-it-Yourself

ALL YOUR FREE TIME

Approach Just Doesn't Work

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.

0 +

years of investment management success

0 %

client
retention

0 +

Philadelphia
households served

Frequently Asked Questions

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.

We’re family people and we know how important it is to make sure your loved ones are well-looked-after for generations to come. That’s why we’re proud to be a fiduciary financial advisory firm. We will only act if we believe it’s beneficial for you. That’s our guarantee.

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.

Book a free consultation today. We’ll assess your financial goals and current lifestyle and if we’re confident we can help, we’ll show you how our personalized method of investment management can help build your wealth.

Don’t waste another moment stressing. Book a free consultation with Metanoia Financial and experience real financial confidence.