Metropolitan Wealth Advisors

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 nee

ds, 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

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

When emotion rules, your long-term plan may suffer.  Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/3S5eIJO

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/49oLE5U

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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