Your Family. Your Legacy. Our Mission.
At Water Oak Investments, we pursue the same outcome for your family as we do for ours. Blessings, generosity and purpose drive all that we do.
Why Families Choose Us
Flat-Fee Planning
You'll know exactly what you pay, and our advice isn't tied to selling you anything.
Real Estate Expertise
We own and manage income property ourselves, so we can help you plan around yours.
Energy Infrastructure
Energy infrastructure is a vital, income-producing asset most advisors overlook and it belongs in your Army of Assets.
Owner-Led
You work directly with the owner and lead advisor, whose experience dates back to 1999.
Wealth with Purpose.
Years of Professional
Experience
27
Serving clients since
1999
of our new clients come through referrals
50%
Every family has unique assets, advantages, and opportunities. Most never fully use them — not because they lack the resources, but because they lack the right guide at the right moment.
That's what we do.
We also believe you should examine the track record of anyone you take advice from. Has their own financial life produced good fruit? Ours has and we think that matters.
Over time, small decisions compound — for better or worse. We make sure yours are working in your favor.
Our goal has never been simply to help clients accumulate wealth.
Plenty of people accumulate wealth.
Our goal is to help families become faithful stewards of productive assets that can bless children, grandchildren, churches, ministries, employees, and communities long after we're gone.
At Water Oak Investments, we're not here to impress you with complexity. We're here to walk beside you and help you make better decisions. Because wealth is temporary.
Stewardship is generational.
If the way we think resonates with you, we would love the opportunity to earn your trust.
Our Experts
Mark Metzger
Owner/ Lead Financial Advisor
27 years experience, practicing in the Charlotte area since 1999. Married to Lisa since 1998, they have been blessed with 14 children (3 adopted). Mark’s mission is to deliver financial freedom and true wealth to Christian families all over the nation.
Ethan Edwards
Financial Advisor
Ethan's greatest joy is making people smile. He has a passion for bringing out the best in others and helping them accomplish things they never thought possible — and for his clients, that starts with an experience that leaves them feeling truly taken care of.
Ron Cartier
Client Service Director
Dedicated to providing unparalleled service and addressing client needs diligently. Ron assists our clients in daily operations and account management processes.
“Money is a servant. Our delight is deploying your money to serve your family's mission. Take excellent care of your family, bless your children and grandchildren after them. Be kingdom minded and generous along the way. We will be there every step of the way to ensure that outcome.”
Mark Metzger
Lead Financial Advisor