A complete list of active advisors currently associated with Metanoia Financial, LLC
Warmer can help you find a great advisor at Metanoia Financial, LLC or one who fits your needs even better.
Metanoia provides discretionary portfolio management and a range of financial planning services to individual and high‑net‑worth clients, including written financial plans and a comprehensive planning option with ongoing monitoring. The firm prepares client‑specific investment policy statements and implements portfolios designed to meet stated objectives and constraints. Investment implementation emphasizes low‑cost mutual funds, predominantly DFA and Vanguard sub‑advised funds, and a long‑term investment horizon, with asset allocation and tax considerations guiding security selection. Metanoia relies on public research sources, conducts quarterly account reviews, and may execute short‑term trades for tax‑loss harvesting or to address short‑term liquidity needs. The firm conducts educational seminars and speaking engagements provided pro‑bono and discloses the use of client testimonials in its advertising, practices that are less common among its peers. Metanoia uses custodial platforms such as Altruist and Charles Schwab (and receives certain platform support services), and maintains a written Code of Ethics and fiduciary disclosures.
To learn more about the advisors currently working at Metanoia Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Saint Louis, MO
| 22
|
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