Jim Metzbower
Financial Planner
Jim Metzbower, a Financial Advisor at Academy Financial Inc., who offers comprehensive planning services for individuals. He focuses on retirement income, asset allocation, business succession, financial independence, risk management, and estate planning strategies. Jim has over 18 years of experience as a financial advisor and recently teamed up with Academy Financial, Inc. Jim utilizes his understanding of the human psyche to allay clients concerns and give them confidence in achieving their mission. After clarifying your Guiding Principles, we establish a plan that incorporates industry expertise, common sense and ongoing communication to help you achieve the things that are most important to you.
Areas of Expertise
- Asset Allocation
- Retirement Planning
- Risk Management
- Wealth Management
Mission
Confidently serve those that want professional advice and make it enjoyable.
Personal Information
Jim resides in Baldwin, MD with his wife, Gretchen, and two daughters Alexia and Morgan. Jim enjoys spending time with his family, mountain bike riding, snowboarding, kayaking as well as fishing. Jim still takes time to take in a lacrosse game or two.
Community Involvement
Jim has been VP of the Rt. 40 Business Association, Commissioner of the Carroll Manor Girls Lacrosse league and participates in many Loyola Blakefield Alumni events. Jim also contributes his time to the Cool Kids Campaign Foundation.
Professional Involvement
Jim is a prominent figure in the financial services industry. In 2019, he was featured in an article titled “Communication and Collaboration Forge Strong Client Relationships” This can be seen at this link: proactiveadvisormagazine.com/jim-metzbower
Certifications
- FINRA Registrations: Series 6, 63, 7, and 65
- Life and Health Insurance Licensed
- Jim has been listed as a 5 Star Wealth Manager by FSP on 2/1/2023 for 2022. He was also listed as a 5 Star Wealth Manager in 2016, 2017, 2018, 2019, 2020 and 2021.
Education
- Bachelor of Arts, Psychology, Washington and Lee University
The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Jim Metzbower was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf