Minneapolis, MN Office
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Equal Voices Wealth LLC
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Firm-wide stats for Equal Voices Wealth LLC
About
Equal Voices Wealth serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary investment management alongside project-based and hourly planning engagements. The firm also provides educational seminars and speaking engagements to groups, focused on general investment and personal finance topics.
The firm takes a holistic, client-tailored approach—collecting information on goals, cash flow, employee benefits, tax considerations, and risk tolerance to build and monitor individualized plans and portfolios on a discretionary basis. Investment implementation emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, while the firm also uses fundamental, technical, cyclical, and charting analysis and conducts regular account reviews.
Compared with many peers, Equal Voices is notable for its public-facing educational program offerings (including fee-based and occasional pro‑bono seminars) and for relying principally on upfront/flat or retainer-style pricing that bundles planning and portfolio services rather than depending solely on percentage-of-assets fees. The firm manages roughly $59 million for a relatively small client base with a three-person advisory team and discloses that it does not accept third‑party product commissions.
Based on Equal Voices Wealth LLC
Expertise
Based on Equal Voices Wealth LLC
Location
121 Washington Ave. N, 2nd Floor
Minneapolis MN 55401
Advisors at this office
2
Advisors at this office
Daniel S
CFP®, Series 66
Minneapolis, MN
Equal Voices Wealth LLC
Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.
Natalie S
CFP®
Minneapolis, MN
Equal Voices Wealth LLC
Hi! I’m Natalie Slagle, CFP®. I co-founded EQUAL VOICES Wealth with my husband, Dan Slagle, CFP®. I specialize in guiding high-achieving couples who are taking retirement planning seriously and want a trusted partner to help coordinate the financial life they’ve worked hard to build. Many of the couples we serve have accumulated more wealth than their peers, often through disciplined saving, meaningful stock compensation, or an inheritance. They’re thoughtful, intentional, and committed to creating a life that reflects their values. Most importantly, they’re respectful, supportive partners who want to make decisions together with clarity rather than conflict. My role is to help you make the most of your opportunities, simplify complex financial decisions, and design a retirement path that feels confident and flexible. As a fee-only, fiduciary advisor, I provide unbiased guidance, proactive planning, and an ongoing partnership so you can enjoy life today while building toward the future you envision. If you’re looking for an advisor who understands the nuances of growing wealth and aligning your strategy with your life as a couple, I’d be delighted to support you. We offer two complimentary consultations to ensure a good fit. I look forward to meeting you soon. ***Typical Client*** Household income of $400,000 or more and/or +$1,000,000 of investable assets In a marriage built on mutual respect and ready to make financial decisions as a team ***Natalie's Awards and Recognitions*** 2025 Financial Advisor Magazine Young Advisor to Watch Winner (2025) InvestmentNews 40 Under 40 Winner (2023) XYPN Firm Of The Year (2020) Co-Host of the Money Dates podcast Media Mentions: New York Times, Wall Street Journal, and CNN
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