Richard Slater

CFP®

RP Slater Financial Management, LLC

Financial Advisor

Richard Slater

CFP®

RP Slater Financial Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Slater, CFP®

(703) 766-5720

Fee-Only Financial Planner serving the Reston, VA area.

Richard Slater is a Reston, VA fee-only financial planner. RP Slater Financial Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Richard Slater is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Investment Management

  • Retirement Asset Management
  • Portfolio Analysis
  • Investment Diversification
  • Risk Management

Financial Planning

  • 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Richard Slater

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Office Locations:

  • 1900 Campus Commons Dr
    Suite 100
    Reston, VA 20191

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