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.
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.
Over time, small decisions compound — for better or worse. We make sure yours are working in your favor.
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.
At Water Oak Investments, we're not here to impress you with complexity. We're here to walk beside you, help you make confident decisions, and build something that blesses your family for generations.
We'd love to earn that opportunity.
Our Experts
Mark Metzger
Owner/ Lead Financial Advisor
27 years experience, practicing in the Charlotte area since 1999. Married to Lisa since 1998, they share 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 Specialist
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