Family Wealth GroupFamily Wealth Group provides wealth management, life insurance, asset protection strategies, IRA legacy and retirement planning services.
Suggest an EditAbout Family Wealth Group
We help individuals and families pursue their ideal retirements. Our founder Kevin Metzler instills in us and our community, "It is not how much you make, it is how much you keep. That is what matters.".
We help individuals and families pursue their ideal retirements. Our founder Kevin Metzler instills in us and our community, "It is not how much you make, it is how much you keep. That is what matters.".
Company Highlights
Employees
YoY Headcount Growth
Year Founded
2008
Employees19
Location (HQ)
USA
Monthly Website Visitors
1.2K
YoY Headcount Growth26.49%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- Axxcess Wealth ManagementDatalign AdvisoryTaxSolutionSStratify TechnologiesFlat World PartnersOval (Techstars’23)Oval (Techstars’23)PErformaFinancial Therapy AssociationAmerican Investment Council (AIC)Iron OrchardSierra CapitalCivic TechnologiesWorthy FinancialWorthy FinancialCornerstone CapitalCornerstone CapitalPAC Auto FinanceSan Francisco Housing Accelerator FundSan Francisco Housing Accelerator FundQwilQwilEscalate CapitalCouncil of Institutional InvestorsEmerging Consulting GroupCorporate InvestmentWoodforest Acceptance SolutionsCenter for Financial Strategies, LLCSenior Benefit Services, Inc.Accrue SavingsAccrue SavingsLuminiaWealthPlan Advisors3EDGE Asset ManagementPromise HomesGeek Labs HoldingsAcuant ComplianceFinancial GravityFinancial GravityBarneyBarneyKey Financial ServicesBorderlessElevation PointTuck AdvisorsSecurity Token Market 🌴FundCannaTempo MusicInvestBank Corp.Root Financial PartnersWingspan Legacy PartnersMovoCashMovoCashWillow House AdvisorsPrestamos CDFIPrestamos CDFINewtek BankInstitute for Financial IntegrityWEDGE Capital Management® L.L.P.WEDGE Capital Management® L.L.P.Willow ProcessingWillow ProcessingClearAccessIPPrimericaPrimericaCGIA InstituteMacKenzie Partners, Inc.EnCap Energy TransitionGRP FinancialVGM Financial ServicesImperative ExecutionImperative ExecutionAssetBuilderAssetBuilderSpecialty CapitalSpecialty CapitalMaycomb Capital360 FinancialHT|TC Wealth PartnersSpartan CapitalPriority Investor Loans, LLCChecchi Capital AdvisersPEace of MindBOdhiTech WildcattersBeneficial State FoundationProvenance Blockchain FoundationDolFinTechDolFinTechAsena Family OfficeUpsolveSector3 Appraisals, Inc.Nophin (YC W22)Nophin (YC W22)KanbrickGrow CreditGrow CreditrtZen, Inc (artisan)Prosperity - An EisnerAmper CompanyFramework Labs
Consulting
- Blackstone Talent GroupCyber Realm SolutionsInitial Capacity, Inc.Datalign AdvisoryHoppsThe MarkeTech GroupPowerMarketZimmer Development CompanyByteworksAll-In Recruiting & Talent BoutiqueMarketShare AssociatesAMP ServicesESVEE Technologies IncadMind AnalyticsFinancial GravityVermont Sustainable Jobs FundBarneyGrid Strategies LLCSCHA2F Consulting LLCThe Timberland GroupHYPE AgencyPrimericaDelaware Small Business Development CenterPhokus Research Group IncCloudRadialKanbrickPredictum Inc.Overwatch Security AdvisorsThe Lab A SalonKLC Consulting — Authorized C3PAO CompanyPublishers Communication GroupAtlas Global Advisors LLC.Hobe & Lucas CPAsTokara Solutions, Inc.INsignia EnvironmentalVantageERPTalentHub WorldWide, Inc.Clear Resolution Consulting, LLCSystems Resource Management, Inc. (SRM)NaamcheMedicareSchool.comBerkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLCQAD Digital Commercerocket50.ioAJ O'Connor AssociatesExpat Tax ProfessionalsAnchor Technologies, Inc.ComportAgility RecruitingLeadership Greater HartfordSophus IT SolutionsCroft & BenderPatriot ConsultingActive Security Consulting LLCTechsync Consulting Private LimitedVirtual Health PartnersRosetta GettyFlybar, IncGPS Dairy Consulting, LLCUSA Legal ResourceLongeviti, LLCMASSIE R&D Tax CreditsA2e TechnologiesSCI-BIProvade, Inc.Gin & LuckOld North State TrustRisk Management Advisors, Inc.Mavin TechnologiesPay-NetMotimaticInterActive LegalUltramaticsIT4EalbaneroDestination Wealth ManagementBrittenford SystemsLake Country Advisors - M&A Advisors, Business Brokers,Swift InsightsMain DigitalIT Specialist NetworkEmpowerMXFormula Wellness ManagementDM Consulting (India)Private LtdZentilityThreatHunter.aiMagellan Executive PartnersAVNIK Defense Solutions, Inc.PrimaSoft IncSES ESOP StrategiesSBIR Advisors Inc.Lovell Safety Management Co., LLCApplied Proactive Technologies, Inc.Nrby, Inc.Executive Leadership SolutionsAPplied Business SolutionsBlockTXM IncMoorecroft SystemsIntellectFaces, Inc
Wealth Management
- Financial Gravity22nd State BankMONECO AdvisorsMonetary MetalsIntero ChiropracticALPHABETAOld North State TrustDestination Wealth ManagementAllegiance GoldCareReview, Inc.Kudu Investment Management, LLC.Smith & WilkinsonFMP Wealth AdvisersSeedsFusion Acquisition Corp. IIKKM FinancialVenture Visionary PartnersRed Door Wealth ManagementBridgeworth Wealth ManagementGM Advisory GroupMount Yale Capital GroupEverSource Wealth AdvisorsIPX RetirementSyntegra Private Wealth GroupBeirneCCR Wealth ManagementChicago Partners Wealth AdvisorsEnduring VenturesBenefit Financial Services Group (BFSG)Altium WealthSeashellThree Bell CapitalIWP Family OfficeAgreement ExpressPonterra Business AdvisorsPeachCapJimySeven Post Investment Office LPHarding Bell International, IncStandard Premium FinanceTownSquare CapitalWoodstockVision Financial Group, LLC - IowaCatch Financial, Inc.Brown Capital ManagementLifeworks AdvisorsStrategic Planning GroupPallas Capital AdvisorsNoble Capital GroupWealthHub SolutionsCanter WealthCircleBlackFullerton Financial PlanningIncome DiscoveryReynders, McVeigh Capital Management, LLC.BakerAvenue Wealth ManagementTrustateCambiar InvestorsBoston AdvisorsSaviSOGO InsuranceAlesco Advisors LLCArmstrong Advisory GroupAcupay System LLCIgnite SalesFinhabitsCompound Asset Management, Inc.UPTIQPrivate Wealth Asset ManagementOntrail, Inc.LifeLine Financial GroupFenimore Asset ManagementCentury Management Financial AdvisorsMDRN Capital TMReady LifeIndependent Financial ServicesLevel Four Advisory ServicesCompass Financial AdvisorsBLOoMFFT Wealth ManagementOctavia Wealth AdvisorsHarness WealthPlacemark InvestmentsInteractive Advisory SoftwareNath HealthcareWealth FactoryNational Financial Alliancetru IndependenceForwardLaneAdelphi TrustETFLogicMarketX McGowan InsuranceNielson Hoover GroupDominari SecuritiesQuantinno Capital ManagementCX Insurance ServicesOne Seven (We Are One Seven, LLC)Linkwell HealthSummit System
Life Insurance
- PrimericaRichards AssociatesDavid A. Crotts & AssociatesFalcon Insurance AgencyMontouxPlum LifeLapetus SolutionsHaymond InsuranceInsurepointe of TexasAgentLinkBoyd Insurance & InvestmentsHershey Insurance AgencyProsperity Of LifeiCoverPhelan Insurance Agency, Inc.IntegriantWelcome FundsBenepath, IncA2Z InsuranceSBG, Inc.RTI Insurance ServicesWindermere Insurance GroupPendellaGateway Specialty InsuranceChampoux Insurance GroupG2 Insurance Services - A Relation CompanyOdie Pet InsurancePawlicy AdvisorWren Insurance AgencyBateman, Gordon & Sands, Inc.TAG Insurance ServicesThe DeHayes GroupParadiso Financial and Insurance ServicesSlope SoftwareIFC National MarketingLifeRoc Capital, LLCTotal Benefit SolutionsDiStefano InsuranceBUIGallo|Thomas InsuranceAnton Insurance Agency a Shepherd Insurance PartnerSenior Health SolutionsM&C Insurance Agency, Inc.Insurance Agencies, IncAltruis Benefit ConsultingDavidson & Associates Insurance Agency, IncBroker Source, A Division of INSURICAJUnOFortun InsuranceCEK InsuranceBisnett InsuranceLemon Mohler Insurance AgencyGravystackOak Tree InsurancearquMenath Insurance, an Alera Group CompanyFenrisManagement Research Services, Inc. (MRS, Inc)Voluntary Insurance Partners, LLCAssociates of Glens Falls InsuranceFee Insurance Group, IncGabor Financial SolutionsGlobal PacificThe SIG Insurance Agencies - A Relation CompanyThe Phoenix Company, a member of Correll Insurance GroupB.H. Gold Insurance Agency, Inc.Fountain Health InsuranceU.S. Standard Insurance CompanyModern LifeNebraska Owners Insurance AgencyAll Solutions Insurance Agency, LLC.Bubble InsurancePerfectQuoteAmerican NationalRetireCoB&B PremierValley Forge Financial GroupSmith - Berclair Insurance, Inc.Insurance Care DirectDayforwardSproutt InsuranceInsurance LoungeHealthBirdGigEasyBenefits Concierge GroupOceanview Life and AnnuityGoldenTrust InsuranceGA BrokersAustin Trust CompanyCaravusMaximum Senior Benefits LLCT.C. Irons Insurance AgencyReframe FinancialMartin & Zerfoss, Inc.Western AgencyWorld of AmericaPeabody Insurance AgencyMNB Insurance Services, Inc.The C.O.R.E. GroupBockmon Insurance Agency