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Braxton B

Series 65

Lehi, UT

Slope Advisors LLC

Braxton Bean is a financial advisor at Slope Advisors LLC in Lehi, Utah, holding a Series 65 credential. He has one year of industry experience, including prior roles at ARS Investment Advisors, Inc., CWM, LLC, and Private Advisory Group. Before entering the financial industry, he worked in education at Utah Valley University, BYU-Idaho, Eastlake High School, and Inglewood Middle School. Slope Advisors serves individual and high-net-worth clients, focusing on professionals in technology and sales who receive equity compensation. The firm offers both fixed-fee equity compensation tax strategy engagements and ongoing comprehensive wealth management with discretionary portfolio management and integrated financial planning.

Equity compensation tax strategy Tax-loss harvesting Concentrated stock management Passive / index investing Technology Professional Sales Professional
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