RP Slater Financial Management, LLC

I am an independent, fee-only investment advisor and manager. I do not accept any commissions nor do I sell any products. This gives me no incentive to make excessive or unnecessary trades that could “eat away” at your returns.

My goal is to work with each client to provide a personalized investment strategy that will change over time. Of course, you must reduce risk as you approach retirement, but there’s also an important difference in strategy once you begin drawing from your accounts. The emphasis shifts from earning returns on investments to earning returns from investments. 

The best way to explain this further would be to sit down for a consultation. I can look at your current investment strategy and make specific recommendations. Again, because I operate fee-only, this would not be a sales pitch.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1900 Campus Commons Dr Ste 100 Reston, VA 20191-1535 Phone: (703) 766-5720 Fax: (815) 301-8886

Primary Office

1900 Campus Commons Dr Ste 100 Reston, VA 20191-1535 Phone: (703) 766-5720 Fax: (815) 301-8886