Metis Wealth Management and Planning, LLC

EST. AUM
$114,852,391

CONTACTS
2

CLIENT ACCOUNTS
228

Firm Details

Metro area Charleston, SC
CRD Number 305086
Website metiswealthllc.com
Client types

Overview

Metis Wealth Management & Planning is a fee-only, independent wealth management firm based in Bluffton, South Carolina. The firm specializes in providing comprehensive financial planning and investment management services to individuals and small business owners. Their approach centers on simplifying clients' financial lives, eliminating stress surrounding money, and fostering long-term relationships built on trust and transparency.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Metis Wealth Management and Planning, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company