Metanoia Financial is a US-based Registered Investment Adviser (RIA) firm founded by Joe Casey. The firm operates as a fiduciary, providing comprehensive financial planning, investment management, and retirement planning services. Its mission is to guide clients through a "metanoia" — a transformative change in perspective — regarding their finances, ensuring their financial decisions support their personal values and life aspirations. The company emphasizes a client-centered approach to create personalized financial strategies.

Founded in

United States