An Independent Family Firm Committed to Serving Our Peoria Community



 


 


Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Slater Wealth Management, we want to help you create your personalized financial roadmap, designed to guide you to your desired destination. We seek to simplify complex financial terms and investment options, remove emotions from investing, offer honest advice, and help you navigate the complexities of the markets. By offering ongoing education, we strive to empower you to confidently make decisions and take an active role in your financial strategies.


While we are a small, independent family firm, we have the support of the nation's largest independent broker-dealer, LPL Financial*. This allows us to offer the extensive resources and tools of a large firm with the personalized attention and family feel of a local, neighborhood business. Our clients are also our neighbors and their needs always come first.


We are deeply rooted in the Peoria-area community and enjoy working closely with our clients throughout central Illinois. In everything we do, our goal is to serve you by nurturing lifelong relationships built on trust. Contact us to get started.


*As reported by Financial Planning magazine, 1996-2017, based on total revenue.