Christopher J. Metkiff
RICP^®, AIF ^®, CPFA^®, CEPA^®

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Chris believes that achieving financial success does not always simplify life.  In fact, affluence may increase the complexity of the decision-making process.  The greater one's wealth, the more time and knowledge must be invested in maintaining its growth, protection, and ultimate distribution.

Chris has found that we are often exposed to generalized advice, which isn't always appropriate for the individual.  He believes the ideal solution is a wealth management firm that can help define and achieve each client's unique, long-term goals through a comprehensive, holistic program of investments, tax planning strategies, asset allocation, risk management, insurance, retirement planning and estate planning.

Chris and his team help provide that solution in an independent, objective and integrated fashion.  A single-source wealth management firm for successful executives, affluent individuals, and business owners.  Chris provides insight and strategic solutions to help his clients achieve their financial goals.  For corporate clients, Chris and the team advise them on benefit programs and qualified plans for their employees, including customized carve out programs for senior executives.

Chris graduated from the University of Delaware with a Bachelor of Arts in Mathematics in 2006.  While attending the University, he played varsity basketball for the Fighting Blue Hens.  After graduating, Chris embarked on his financial services career at MassMutual Greater Philadelphia, where he quickly rose through the ranks, taking on leadership roles focusing on recruiting, training, and mentoring new associates.  His dedication and leadership were recognized in 2008 when we was promoted to Managing Associate.  By 2011, Chris earned the title of Vice President, and in 2016, his journey continued with his promotion to Senior Managing Director.  In 2025, driven by his passion for providing personalized financial guidance, Chris founded Merrick Wealth, where he now dedicates himself fully to helping clients nationwide achieve their financial goals.

Chris' leadership extends outside the office as well.  He has been recognized as a Fiver Star Wealth Manager in Delaware for the following years: 2014-2016, 2018-2019, 2021-2024, a 40 Under 40 by Delaware Business Times in 2021, and named an Outstanding Alumni by the University of Delaware in 2020.

CRN202803-8329572

Five Star Wealth Manager awarded was issued by Five Star Professional (FSP).  For each year issued, the issue date and time period are as follows:

2014: 07/01/2014 for the period 11/30/13-05/05/14

2015: 07/01/2015 for the period 11/30/14-05/05/15

2016: 06/01/2016 for the period 11/30/15-05/05/16

2018: 11/01/2018 for the period 10/19/17-07/11/18

2019: 11/01/2019 for the period 12/06/18-07/19/19

2021: 11/01/2021 for the period 01/18/21-09/03/21

2022: 11/01/2022 for the period 02/21/22-08/19/22

2023: 11/01/2023 for the period 02/13/23-08/31/23

2024: 11/01/2024 for the period 02/13/24-08/30/24

The award is based on 10 objective criteria.  Eligibility criteria-required: 1. Credentialed as a registered investment advisor (RIA) or a registered investment advisor representative.  2. Actively licensed as an RIA or as a principal of a registered investment advisory firm for a minimum of 5 years. 3. Favorable regulatory and compliant history review. 4. Fulfilled their firm review based on initial standards. 5. Accepting new clients.  Evaluation criteria-considered. 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered. 9. Number of client households served. 10. Education and professional designations, FSP does not evaluate quality of services provided to clients.  The award is not an endorsement or indicative of the future performance of the wealth manager.  A fee was not paid for consideration however a fee is paid for marketing materials.  For more information, visit www.fivestarprofessional.com