Kevin Metzler is the founder and original financial advisor of Family Wealth Strategies, LLC. He leads a team of advisors that offer fee-based investment advisory services through FWS Investments, LLC, a Kentucky-Registered Investment Adviser through AE Wealth Management, LLC, on the institutional Fidelity investment platform.
During Kevin’s 40-plus years in the financial services industry, he has provided assistance to hundreds of individual and corporate clients, helping them grow and preserve their investments and estates, as well as developing predictable retirement income strategies. Kevin is dedicated to overseeing client’s accounts with their goals and objectives in mind and not that of the firms — as a guiding principle.
His passionate commitment to a holistic approach to financial services, including legacy (wills and trusts), tax (repositioning assets), risk (age appropriate), income (stable and predictable), and investment (actively managed) planning sets FWS apart as a highly experienced firm.
Kevin resides in Lexington with his wife, Brenda. Together they have four sons, seven grandchildren and three great-grandchildren. Kevin has served as president of the Christian Businessman’s Committee of the Bluegrass and is a sought-after speaker and Bible teacher. He has been a member of the National Ethics Bureau and Better Business Bureau.
The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence. The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.