Derrek Metz

(203) 658-1940
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  • Registered Principal
  • Financial Planner

We deserve better. I believe the only way to bring about that change is to really connect with one another and in the world of smartphones, this is becoming a rare occurrence. I’m driven to evolve the financial planning industry into a world where clients have an advocate rather than a salesperson. Whether through my continued work as a leader of advisors, through teaching financial planning to the next generation, or through my collaboration with individual clients, I hope to continue to make an impact one person at a time. – Derrek Metz


My Areas of Focus Include:

  • Coaching Elite Advisor Teams
  • Training on Financial Planning
  • Retirement Strategies
  • Wealth Preservation
  • Estate Strategies
  • Recruiting and Advisor Development

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck

Why Hire a Financial Professional?
Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy.
Working For the Future You Want


Financial Planning

A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.

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Retirement Planning

Prepare well for your golden years now and enjoy a rewarding retirement later.

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Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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(203) 658-1940
Follow me on social media