METRIC FINANCIAL, LLC

Overview

Metric Financial, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm blends financial planning with discretionary portfolio management for individuals, small businesses and institutional business clients, and runs educational seminars and workshops. Its stated fee mix includes both percentage-of-AUM billing and fixed fees, which supports flexible engagements from ongoing wealth management to project-based financial planning. Investment activity is concentrated in pooled, publicly available funds rather than direct private placements. The firm does not present itself as a capital allocator and is not positioned as an ESG-focused manager. Given the combination of financial planning and portfolio management services, Metric Financial emphasizes outsourced, diversified public market solutions to meet client objectives rather than direct-sourced alternatives or proprietary private-market strategies.

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Location & Offices