Founded in 1994, Metz Capital Management, LLC (a Fee-Only Registered Investment Advisory Firm) is part of the rapidly expanding Investment Advisory business. MCM combines honesty, integrity and professionalism in helping our clients solve their "Financial Problems," and meet their "Financial Objectives." Led by Andrew Metz, MCM provides individuals with asset management services and retirement plans, and institutions with a commitment to long-term financial success. MCM is part of the recent trend by investors to seek professional financial assistance. It has been well documented during the years that the "do it yourself" approach, or selecting individual securities, has not proven to be very successful for the vast majority of investors.
As the "Baby Boomers" (born between 1946 and 1964) reach their peak earning years and many companies are establishing 401K plans, the need for professional financial advice has become very apparent. That's where Metz Capital Management comes in. Boomers constitute about one-third of the United States population, and are the head of nearly half of all households in the country. Recent surveys have shown that up to 99 percent of Baby Boomers have admitted to needed financial planning assistance - and we're ready to help provide it.
Metz Capital Management represents clients locally and nationwide. If you're looking for an experienced, dependable RIA, you're looking for Metz Capital Management. Contact us today to find out what we can do for you.
Senior Executive Advisor/Owner
Andrew Metz is the Sr. Financial Advisor and CEO of Metz Capital Management (MCM). He is continuing the Metz family legacy through providing fiscally smart investments for MCM’s cliental. Andrew became an advisor with his father, founder of MCM, in 1999. He has accumulated 22 years of experience in investment management. Andrew currently lives in Rehoboth Beach, Delaware, where he enjoys golfing, hunting, and supporting local restaurants. Outside of the office, you can find Andrew with his wife, Julie, two children, Sammy and Bella, and their pup, Winnie.
Registered Financial Advisor
Born and raised in Milton, Delaware, Chris is a Sussex County native. After graduating from Cape Henlopen High School, Chris attended University of Delaware and graduated in 2019 with a degree in Financial Planning and Wealth Management. Post graduating college, he went abroad to teach English in Florence, Italy for four months. He joined Metz Capital Management in June 2020 as an intern and was hired as a fulltime employee after completing the Series 65 exam. Outside of the office, you can find Chris on the beach or in the water with his Australian Sheppard pup, Gypsy.