Your Financial Journey
Our Priority
Life moves pretty quickly. Take that first step to enjoying your time in the fast lane. Speak with one of our advisors today, to plan for tomorrow.
Unlock Your Financial Potential
Today
To us, you're not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed as you transition through life.
Never Settle For A One-Size-Fits All Approach
Metcalf Partners, headquartered in Overland Park, creates financial plans centered on pursuing your specific goals. As an independent firm, we pride ourselves on personalized guidance that evolves with your changing needs. Our unwavering commitment to your financial goals emphasizes every recommendation we make to cement your trust and confidence in us.
To Know Us Is To Like Us, And More Importantly, Trust Us
Most people don’t find financial spreadsheets very stimulating. But, your goals, hopes and dreams? Now, those are exciting. Our clients rest assured knowing it’s always about them. Except for this three-minute video that gives insight into what makes our team unique.
Experience You Can Trust
You share your goals and dreams. We’ll help you plan for life’s big moments. Learn more about what Metcalf Partners can do below.
Client Testimonials
"I cannot say enough about Jeb and his team of professionals, as they are top-notch! I have been with the firm for a number of years and could not be more satisfied. After having been with our firms over the years where all they did was make money off of me, versus making money for me, I will never regret the move to this company. Their singular focus since I joined them has and continues to be, growing my portfolio in a very positive manner, year over year.”
Mike M. – Phoenix, AZ
“Working with Metcalf Partners has been the best decision I have made. They care about each individual no matter their income. Jeb has consistently met with me and helped me make solid decisions. He has allowed me to retire early and not worry about my finances. Highly recommend.”
Teri D. – Overland Park, KS
“We have been clients of Jeb’s for many years. we continue to be impressed with his focus on our personal needs, preferences and circumstances. His knowledge and integrity make him a trusted financial advisor. With his guidance, we are financially secure in our retirement.”
Ellen W. – De Soto, KS
“My wife and I have been with Metcalf Partners Wealth Management since they began. We took a chance, and they kept their word. Relations have always been professional, prompt, and honest. We would certainly recommend that anyone interested sit down and talk with Jeb, Eric, et al.”
Rick and Connie B. – Blue Springs, MO
“Metcalf Partners Wealth Management has been key to helping my business set up retirement plans for all of my employees, as well as manage my personal portfolio. Eric and his team are always available and easy to communicate with. I feel like my investments are in good hands.”
Nick M. – Kansas City, MO
“Throughout my long tenure of being a client with Ethan and the entire Metcalf Partners team they have always been extremely responsive and have never made me feel that their advice is skewed to benefit their company, like some other financial planners I have worked with in the past have. They are always more than willing to sit down, in person, video chat or on the phone, to explain my finances and all of the options I have when making investment decisions. I have, and will continue, to recommend them to family and friends since they truly do have your best interest in mind when giving financial advice.”
Harold M. – Overland Park, KS
Redefine Your Financial Future
Transitioning into retirement can be hard and when you reach the end of your career, you deserve to enjoy the fruits of your labor. The goal of retirement planning is to ensure you can travel, pursue hobbies, and spend time with loved ones without worrying about finances. Let our team handle the planning so you can live the live you deserve.
Knowledge Leads to Financial Freedom
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.