Team profile


OUR WHY, GUIDING PRINCIPLES AND CREDO

OUR WHY

Inspire Confidence · Reduce Stress · Simplify Life

OUR GUIDING PRINCIPLES

· Clients Come First

· Family-Focused

· Integrity Always

· Excellence through Leadership and Teamwork

· Pursue Life Balance

OUR CREDO

Mettle Financial Group works to inspire a more confident future through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused client experience aimed to reduce stress and simplify life for our clients and team members alike. We strive for excellence through leadership and teamwork.

Mettle Financial Group pursues life balance while striving to make a positive impact on the lives we touch.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Mettle Financial Group, Ameriprise Client Experience Award, 2020, 2021
  • Anthony Essis, Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

Giving back to the community is important to our team. Below are several organizations we are active with.

  • Lancaster Catholic High School: Board of Directors , January 2025 - Present, Anthony Essis
  • Greystone Manor Therapeutic Riding Center: Board of Directors, January 2024 - Present, Anthony Essis
  • CPN Breakthrough cpnbreakthrough.com: Secretary and Treasurer, January 2019 - Present, Anthony Essis