A complete list of active advisors currently associated with SLP Wealth
Warmer can help you find a great advisor at SLP Wealth or one who fits your needs even better.
SLP Wealth is an SEC-registered advisory firm founded in 2023 that provides discretionary investment management and financial planning to individual clients and small-business owners, including non-HNW and high-net-worth individuals, and it also offers non-discretionary 401(k) services for employer plans. The firm also provides tax preparation and filing services as a separately contracted offering and does not impose a minimum account size to open an advisory relationship. The firm primarily implements diversified, risk-based portfolios using no-load mutual funds and ETFs and periodically rebalances accounts; it may engage independent third-party subadvisers for strategies such as direct indexing and tax-loss harvesting and generally manages client accounts on a discretionary basis. Client accounts are monitored on an ongoing basis with at least annual reviews and additional reviews prompted by material life or market events. Noteworthy for a team firm, SLP Wealth operates an unusually large office footprint relative to peers, maintaining 15 offices while supporting roughly 15 advisory professionals and a high client count relative to its assets under management. The firm’s business includes related entities—an affiliated insurance agency and a student-loan planning business—and some personnel hold mortgage licensure, all of which are disclosed as potential conflicts of interest and addressed in its policies.
To learn more about the advisors currently working at SLP Wealth, 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.
You can also browse SLP Wealth's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)