Welcome to Metam Wealth Advisors
Your Dreams.
Your Confidence.
Your Financial Independence.
Is Our Commitment.
Our Wealth team can help you.
Our Values.
At our core, we are client-centric, placing our clients' needs and satisfaction at the forefront of everything we do. We take pride in fostering great client relationships and strive to deliver service that exceeds our clients' expectations. We consider ourselves truly blessed to to serve you, and we are honored to be entrusted with the responsibility of steering your financial destiny. For consultation Contact Us. Together, we we can help you realize your vision.
About Us
Our Why for You
At Metam Wealth Advisors, we understand each client’s journey is unique; we view their financial ambitions not as mere numbers or trends but as personal narratives filled with aspirations and milestones. In these stories, we find our why — the reflection of your life that underscores every decision and strategy we propose. We take pride in recognizing that behind every investment lies a dream: a child’s education, a home, and the confidence that comes with financial independence. Your life needs and expectations are placed into a tailored plan that celebrates and safeguards what you cherish most.
Achievement. Satisfaction. Legacy.
These aren't just your milestones; they're ours, too. Every dollar managed, every plan crafted, and every strategy deployed is in service of one thing—your life's most significant goals.
Our Promise to You
You deserve nothing less than our fierce dedication at Metam Wealth Advisors—a fine blend of professional diligence and personal commitment. Our team of experienced advisors is ready to go the extra mile to ensure your financial goals are met.
Our Team
Our Focus for You
With our focus on your horizon, we craft financial strategies tailored to your needs. We measure our success by your accomplishments.
We understand a one-size-fits-all approach won’t cut it. Our team of seasoned professionals brings together their diverse skill sets to create a comprehensive and holistic approach to managing your financial progress. Your financial well-being is our top priority.
Cathy M. Buchanan
CFP®, AAMS®, CRPC®, CEP®, APMA®
Managing Partner / Financial Advisor
Chad A. James
Managing Partner / Financial Advisor
Jemila Ndioubnan-Vance
Client Service Coordinator Financial Planning Specialist
Kristina Liu
Investment Specialist
Megan A. Walker
Operations Manager
Our Team
Our Focus for You
With our focus on your horizon, we craft financial strategies tailored to your needs. We measure our success by your accomplishments.
We understand a one-size-fits-all approach won’t cut it. Our team of seasoned professionals brings together their diverse skill sets to create a comprehensive and holistic approach to managing your financial progress. Your financial well-being is our top priority.
Cathy M. Buchanan
CFP®, AAMS®, CRPC®, CEP®, APMA®
Managing Partner / Financial Advisor
Chad A. James
Managing Partner / Financial Advisor
Jemila Ndioubnan-Vance
Client Service Coordinator Financial Planning Specialist
Kristina Liu
Investment Specialist
Megan A. Walker
Operations Manager
Who We Serve
Business Owners
Private Client
Pre-retirees
Retirees
Young Investor
Who We Serve
Business Owners
Private Client
Pre-retirees
Retirees
Young Investor
What We Do
We wear many hats but carry one torch – your financial security. Our suite of services is comprehensive, timely, and, personalized:
Wealth Management
We take a holistic approach to help you grow and protect your wealth while looking to ensure a smooth transfer for future generations.
Retirement Income Strategies
It's the time to relish the rewards of your hard work and cherish the moments that truly matter. We develop a retirement income plan that is designed to sustain your lifestyle and gives you the freedom to live the life you choose.
Retirement Planning
Preparing today for the promises of tomorrow, we invest our time, energy, and resources into building a solid foundation to support your goals and dreams.
Portfolio Management
Mastering the art of navigating dynamic markets with foresight is crucial for success in today's market landscape. We embrace a proactive and adaptable approach, to help you navigate the twists and turns of the market and achieve your goals.
Financial Planning
Blueprinting your future is an art, balancing your dreams with the pragmatic realities of life. It's about envisioning the possibilities, setting goals, and charting a course that harmonizes ambition with practicality. By virtue of the financial planning process, you empower yourself to navigate the winding path toward success, knowing that every step is purposeful and aligned with your goals.
Our Process
Your financial future is our priority, so we take the time to learn your goals and needs and create a road map that is designed to help you achieve your financial freedom.
DISCOVERY
We document your goals, assets, obligations, and everything in between.
DESIGN
Strategies are developed, based on your specifics needs, suitability, and goals.
IMPLEMENT
We utilize appropriate services and products to help you satisfy your goals, protect your family and assets, mitigate taxes, and establish a legacy.
REVIEW
As life ebbs and flows, we review and recalibrate, ensuring your goals are met.
Articles
Request an Appointment
Our Services
- Wealth Management
- Financial Planning
- Portfolio Management
- Retirement Planning
- Retirement Income Strategies
© Metam Wealth Advisors
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AR, AZ, CA, CO, FL, GA, IL, KY, LA, MI, MO, MS, MT, NC, NJ, PA, TN, TX, VA, WA. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Metam Wealth Advisors are not affiliated.
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