Broker Check

Metropolitan Wealth Advisors

We take a holistic approach with every client to truly understand your unique situation

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Metropolitan Wealth Advisors on the map.

We have only one focus: you. We work with you to provide awareness and direction every step of the way.


Top Financial Advisor in Ellicott City
Wealth Management

Wealth Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Financial Planning

Financial Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Protect Your Legacy

Protect Your Legacy

We create strategies that are tailored to your needs and goals.

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Business Services

Business Services

Years of experience have prepared us to guide you through your life transitions.

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Metropolitan Wealth Advisors

Whether you are saving for or currently navigating Retirement, we are here to work with you. Utilizing proper planning, catered to your unique situation, we are able to provide you clear direction for the years to come. 

James Lee, ChFC®

James M. Lee, ChFC®

Managing Partner, Investment Advisor Representative, Financial Planner

Michael Achatz, ChFC®

Michael Achatz, ChFC®

Managing Partner, Investment Advisor Representative, Financial Planner

William Stanik, RICP® CRPC® LUTCF®

William Stanik, RICP® CRPC® LUTCF®

Investment Advisor Representative

Justin K. Bowmaker, MBA

Justin K. Bowmaker, MBA

Investment Advisor Representative, Financial Advisor

Garrett Conn

Garrett Conn

Financial Services Professional

Randall Zinn

Randall Zinn

Financial Services Representative, Investment Advisor Representative

Warren (Paul) Brockett

Warren (Paul) Brockett

Investment Advisor Representative

Judy Kim

Judy Kim

Director of Operations

Diane Paul

Diane Paul

Business Processing Manager

Mia  Lee, MBA

Mia Lee, MBA

Client Relations Manager

Samantha Luby, MBA

Samantha Luby, MBA

Client Relations Manager

Cristine Sin

Cristine Sin

Client Relations Representative

Jay Lee

Jay Lee

Client Relations Manager

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