Visionary Square Welcomes Mark Roberts to MetCap Wealth Management

CHARLOTTE, NC — September 9, 2026 — We’re excited to congratulate Mark Roberts on joining MetCap Wealth Management in South Portland, Maine and becoming part of the Visionary Square community!

Caden joins an incredible team at MetCap Wealth Management, including Peter Metcalf, Brianne Metcalf, and Martha Albert.

We love supporting our partner firms as they grow, and we’re proud to be alongside the MetCap Wealth Management team as they continue building their business and serving their clients.

Welcome to the Square, Mark! We’re glad you’re here.

Independent Advisor Alliance is now Visionary Square!
Independent Advisor Alliance is now Visionary Square!