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 pursue 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 held through LPL Financial
- Life and Health Insurance Licensed
Education
- Bachelor of Arts, Psychology, Washington and Lee University