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Simplify Your Financial Life

At Metis Wealth Management, we understand the importance of having a financial partner who truly has your best interest at heart. That's why we've built our business around a unique model that combines fee-only financial planning and investment management to provide our clients with personalized, unbiased advice.

Our Approach

We believe that financial planning should be a collaborative process, not a sales pitch. That's why we take the time to get to know each of our clients, understanding their goals, values, and concerns. Our team of experienced professionals, led by certified financial planners (CFPs) Jennifer and Robert Sokolowski, work together to provide a comprehensive approach to financial planning and investment management. We don't sell products or earn commissions; instead, we focus on providing expert advice and guidance to help our clients achieve their goals.

Our Services

Our services are designed to help individuals, families, and small business owners simplify their financial lives and eliminate the stress surrounding money and finances. We offer fee-only financial planning, which means we don't earn commissions or sell products. Instead, we provide personalized advice and guidance to help our clients achieve their goals. Our investment management services are tailored to each client's unique needs, goals, and risk tolerance, and we use our expertise and research to develop and maintain sophisticated, tax-efficient portfolios.

Why Choose Us?

At Metis Wealth Management, we're committed to acting in our clients' best interests. We're independent, fee-only advisors who don't earn commissions or sell products. We're fiduciaries, which means we have a legal and ethical obligation to act in our clients' best interests. Our team of experienced professionals has over 50 years of combined experience in investment management and financial planning, and we're dedicated to providing personalized, unbiased advice to help our clients achieve their goals.

Our Story

Metis Wealth Management was founded on the principle of independence and a commitment to providing unbiased, expert advice to our clients. Our story began in 1998, when Roy Sokolowski started his first Registered Investment Advisory firm because he believed there was a better way to provide financial services. In 2022, Robert and Jennifer Sokolowski purchased the firm and continue to build on the legacy of providing personalized, fee-only financial planning and investment management services to individuals, families, and small business owners in the Low Country.

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