Slater Wealth Management

CONNECT

Address:

9901 North Knoxville Ave, Suite B
Peoria, IL 61615

Phone:

(309) 240-8525

Fax/Other:

(309) 240-8730

Who We Are

A Family Firm in Peoria, Illinois



We are Slater Wealth Management, an independent firm led by Brian Slater and Layla Slater. Before we were in the financial services industry, we were in the same place you are in now, searching for a financial advisor that we could trust. While interviewing different advisors and firms, we noticed a trend: intimidating environments, industry jargon that was difficult to understand, and a lack of personal attention. We struggled to find an advisor with whom we felt comfortable exposing some of the most intimate details of our lives - our personal finances.


Brian eventually became a financial advisor and, when we chose to open our own firm, we made it our mission to serve as a remedy to the issues we experienced ourselves. We did this by creating a welcoming environment, providing relatable, easy-to-understand advice, and personalizing our attention based solely upon each client's needs. As an independent firm, we do not have any conflicts of interest or proprietary products. We have the freedom to serve our clients objectively and without biases. We focus on your personal needs - no matter how large or small your bank account - and we never allow profits or emotion to cloud our decision making.


The Slater family has been rooted in Peoria since 1885, and as a fifth generation Peorian, Brian is committed to serving his neighbors and community with the highest level of ethics. Whether you are just beginning to build your wealth or are transitioning into retirement, our goal is to create a customized strategy that can guide you toward your financial goals. Our team approach is designed to let you sit in the driver's seat while we act as your professional financial navigator.


We like to begin all of our client relationships with a handshake and a face-to-face meeting, but if you are not based locally, give us a call or send us an email. We welcome the opportunity to learn more about you, your financial concerns, and how we may be able to help.