Kelly Metzler, CFP®

About

As a partner at BEW and a member of the leadership committee, I lead the firm’s financial planning function. With 13 years of industry experience, I enjoy diving into the nuances of complex planning strategies and tax rules, combining strategic thinking and problem-solving to deliver value to our clients.

Though I graduated with a degree in Chemistry, my fascination with finance and investments led me to begin my career in investment research in New York. Wanting more personal impact, I transitioned to financial planning, where I could work directly with individuals and families — not institutions.

The most fulfilling part of my role is seeing clients build and use their wealth on what truly matters to them, whether it’s family, passions, or simply living a full life. Our clients work hard for their money, but I also believe that clients should get to enjoy it. It’s a balance — saving for retirement or other financial goals without sacrificing more than they need to today. That’s what I help clients achieve.

Outside of work, I love spending time with my husband and our two young daughters. You’ll often find us exploring parks, strolling through farmer’s markets, or enjoying family-friendly breweries on the weekends.