RP Slater Financial Management, LLC
Fee-Only Financial Planner serving the Reston, VA area.
The owner of the Company and sole investment adviser is Richard P. Slater, CFP®. He has acted as the president of the Company since its inception in 2008.
Richard Slater was born in Syracuse, NY and obtained a BS in mathematics from Empire State College, S.U.N.Y. He moved to Reston in 1997 with his wife, Ellen Douglas. Richard received an Executive Certificate in Financial Planning from Georgetown University in 2005 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Richard Slater is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
As an independent fee-only investment advisor, I do not accept any commissions nor do I sell any products. All advice is paid for by the client and only in the best interest of the client.
- Retirement Asset Management
- Portfolio Analysis
- Investment Diversification
- Risk Management
- Retirement Analysis
- Investment Analysis
- Net Worth and Cash Flow Analysis
- Financial Risk Assessment
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Richard Slater is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Richard Slater is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Richard Slater is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Richard Slater
1900 Campus Commons Dr
Reston, VA 20191