Wisdom. Integrity. Longevity.
The Slater Difference
Brian Bradford Slater
I have been a fee-only Registered Investment Advisor [RIA] for over 25 years. My expertise as a Portfolio Manager/Trader includes creating highly customized investment strategies. I have simultaneously served as a Financial Planner over my career, which provides clients with a balanced perspective from both financial planning and investment management disciplines.
Based in Milford, NJ, I am proud to offer my investment advisory services to clients throughout Hunterdon County NJ and Bucks County PA. Naturally, I also have clients located across the United States.
I graduated from Rider University in 1997 with a BS in Finance/Economics. I earned my Certificate in Financial Planning from Fairleigh Dickinson University in 2016. I am Series 65 registered.
Endurance and Longeveity
Sea turtles are known for their long lives, patience, endurance, and good luck. When thinking about your financial future, these same attributes are true. With longer lifespans and changing financial circumstances, you need someone to provide strategy and advice.
Not only do sea turtles and finances have similarities, but both have been the core of Slater Wealth Planning. Brian Slater has perfected the art of helping clients conserve and endure in thriving and difficult financial times. In addition to helping clients, he is a longtime supporter (since age 12, in-fact!) of the conservation of sea turtles to ensure health and safety of sea turtles and oceans around the world.