Slate Peak Financial Services, LLC

Slate Peak Financial Services was founded on the idea that people deserve honesty, integrity and transparency from their financial advisor. We are paid directly by our clients and do not accept money from any other source. This allows us to act entirely in our clients’ best interest without worrying about selling products or earning commissions.

In addition, we believe that money is only a tool for achieving happiness and peace of mind rather than a goal in and of itself. Our goal is to help you align your finances with your personal values, provide coaching and help you enjoy your life, free from the worry and stress that money can cause when handled incorrectly. Whether you’re considering how and when to retire or just how much you can afford to spend on a new car, we’ll be there for you every step of the way.