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 a multi-advisor SEC-registered investment adviser that serves individual investors and business clients, including small employers that use 401(k) plans. The firm offers discretionary portfolio management, ongoing subscription-style financial planning, and ancillary services such as tax preparation and bookkeeping, and it may recommend or retain third-party advisers for parts of client portfolios. The firm typically implements strategies through diversified, risk‑based portfolios using no-load mutual funds and ETFs, with periodic rebalancing and discretionary trading authority. For certain clients it engages independent third‑party subadvisers to provide direct indexing, tax‑loss harvesting, or other specialized strategies. Noteworthy features include the integration of tax and bookkeeping services into its advisory offering and an affiliated student‑loan planning business, along with disclosed relationships to insurance and mortgage activities that can create referral or commission‑related conflicts. The adviser, formed recently and operating a multi‑advisor team, manages roughly $64 million in discretionary assets and reports no required minimum account size.

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.