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Welcome to Ethos Financial

The word ETHOS is derived from an ancient Greek word meaning Ethical. According to Aristotle, an ancient Greek Philosopher "The Ethos" is a representation of honesty and is displayed through actions of sound character. In our opinion this should be the basic fundamental of any financial investment company.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Understanding Today's Financial Environment

We are a full service financial products company offering business owners and individual investors a wide array of financial planning and products. Our desire is to help the business owner offer the very best benefits to their employees and then help the employee manage those benefits to their best advantage.

This Site is designed to enhance your knowledge of Ethos Financial and to allow current clients the ability to access their accounts, do research or ponder the many questions that require answers in the development and management of a sound financial future.

Thank you for visiting our site, William M. Metcalf

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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