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
Bobby Cremins III profile photo Bobby Cremins III
Saint Louis, MO
22
Warmer team member

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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