Sladek & Witek, LLP

Sladek & Witek, LLP is a small, fee‑only advisory and accounting firm that provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm also delivers traditional tax preparation and accounting services as licensed Certified Public Accountants and does not accept commissions for financial products.

The firm’s investment process emphasizes asset allocation and a disciplined mutual‑fund and ETF approach, using an internally developed focus list and documented investment policy statements for each client; portfolios are managed with both discretionary and non‑discretionary arrangements and reviewed periodically. Its methods of analysis include fundamental, technical and charting techniques, and trades are typically executed through client custodians with limited powers of attorney when discretion is granted.

What is distinctive is the combination of advisory services with an affiliated accounting practice — both partners are licensed CPAs and hold planning credentials — so tax and accounting work is provided separately but alongside investment advice. The firm generally serves non‑high‑net‑worth individuals, maintains a modest $50,000 account minimum that can be waived, and operates with two experienced partners in a small, hands‑on structure, which differs from peers that focus more on HNW clients or lack an accounting affiliation.