A complete list of active advisors currently associated with Richard P. Slaughter Associates, Inc.

Warmer can help you find a great advisor at Richard P. Slaughter Associates, Inc. or one who fits your needs even better.

Richard P. Slaughter Associates, Inc. provides wealth management and financial planning to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and corporations. Its services include discretionary and nondiscretionary portfolio management, hourly consulting, and advice on mortgages, real estate, insurance, tax and estate planning, as well as the selection of outside advisors. The firm follows an active asset-management approach that uses fundamental and technical analysis, manager selection for specialized strategies, and a primary emphasis on long-term holdings while employing options, margin and occasional short-sale strategies when appropriate. Portfolios and plans are tailored to client goals and risk tolerances gathered through conversations and questionnaires, with ongoing monitoring and at least quarterly reporting. Distinctive aspects noted in the brochure include formal affiliations with firms that provide pension/retirement-plan consulting and lower-balance advisory services, supported through shared operations and disclosed referral arrangements. The firm also publishes articles and newsletters and offers client education, and retains staff with insurance licensing and experience to provide insurance-related advice—features that are less common among multi-team peers.

To learn more about the advisors currently working at Richard P. Slaughter Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.