Broker Check

The MWA Team

At our firm, we have the client—and only the client—in mind.

Metropolitan Wealth Advisors has been serving Individuals and businesses for over 25 years. Our commitment in taking a holistic approach with our clients improves our ability to provide sound advice specific to your needs. We are confident in our knowledge of personal finance, coupled with continuous training as financial professionals, we will prepare you for the future. Over the last 25 plus years, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

James Lee, ChFC®

James M. Lee, ChFC®

Financial Services Executive, Investment Advisor Representative, Financial Planner

(443) 492-6587

(443) 492-6707

Michael Achatz, ChFC®

Michael Achatz, ChFC®

Financial Services Executive, Investment Advisor Representative, Financial Planner

(443) 492-6554

(443) 492-6707

Randall Zinn

Randall Zinn

Financial Services Representative, Investment Advisor Representative

(443) 492-6650

(443) 492-6707

Diane Paul

Diane Paul

Operations Manager

(443) 492-6594

(443) 492-6707

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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