Metropolitan Wealth Advisors

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Metropolitan Wealth Advisors Asset Management, Financial Planning, Estate Planning Knowledge is the key to a successful financial future. (410)785-7564.

Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them. This helps us recommend products and strategies designed to meet their current needs, and more importantly, their future needs. We are licensed to sell insurance in: AL, AZ, CA, CO, CT, FL, OR, NH, NM, DE, MA, MD, MT, NC, NJ, NY, PA, RI, SC, TX, VA, WA, WV, DC. Securities licensed in: AL, AZ, CA, DC, CT, CO, OR, HI, DE, FL, GA, ID, IL, LA, MA, MD, MT, NC, NH, NJ, NM, NY, PA, SC, TX, VA, WA, WV. We are registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, Inc., Member SIPC (www.SIPC.org). Metropolitan Wealth Advisors is not a subsidiary or affiliate of MML Investor Services, LLC, Inc., or its affiliated companies. Supervisory address; 11350 McCormick Road, Suite 200, Executive Plaza IV, Hunt Valley, MD 21031. James Lee CA Insurance license number 0C86528: domicile state, MD
Mike Achatz CA Insurance license number 0K799448: domicile state, MD
Mike Achatz AR 2848079: Insurance license number domicile state, MD
William Stanik CA Insurance license number 4527962: domicile state, MD
Garrett Conn CA Insurance license number 4120616: domicile state, MD

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4hEXV9qWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4hEXV9q

Want to talk it through? Let’s connect.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4hNgqZG

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how...
10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

10/01/2026

Something's always brewing at MWA... and it's usually coffee. ☕

We asked the team: who's most likely to ALWAYS have a coffee in hand? Watch to see who got the most votes! 👀

Address

6811 Benjamin Franklin Drive Suite 160
Columbia, MD
21046

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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