A complete list of active advisors currently associated with Slagle Financial, LLC

Warmer can help you find a great advisor at Slagle Financial, LLC or one who fits your needs even better.

Slagle Financial provides ongoing investment supervisory services and financial planning to individuals, families, and business clients, offering both discretionary portfolio management and standalone planning engagements. The firm tailors services to each client’s goals, time horizon, and risk tolerance and may implement portfolios internally or by recommending third‑party managers. The firm’s stated investment approach emphasizes globally diversified portfolios in line with modern portfolio theory, with a preference for index mutual funds and ETFs and asset allocations documented in investment policy statements. For some clients Slagle Financial recommends third‑party managers (with ongoing oversight) and generally seeks discretionary authority to implement and rebalance client accounts. Distinctive disclosures in the brochure include that the firm reports no legal or disciplinary events and that the firm’s owner has insurance‑industry affiliations and may receive commissions or other incentive compensation, which the brochure identifies as a potential conflict of interest. The brochure also notes that planning fees are structured so that financial planning clients who become investment management clients receive credits or waivers and that the firm may share fees with recommended third‑party managers — features clients may want to review when comparing advisors.

To learn more about the advisors currently working at Slagle Financial, LLC, 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.