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.
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.