Answering your most important questions
- Do I have enough saved to retire?
- How can I reduce taxes over my lifetime?
- When should I claim Social Security to maximize benefits?
- How do I monetize my business's value when I'm ready to retire?
What You'll Get from us
- Customized retirement cash flow modeling
- Tax optimization strategies
- Investment planning grounded in risk management
- Social Security timing analysis
- Guidance for business exit or succession planning
- Fee only, fiduciary advice you can trust
- No sales pitch, no pushing products you don't need
We'll craft a plan tailored to your unique needs and desires.
We are Independent
Slayton Lewis is 100% employee-owned; no private equity, no banks, no institutional investors. The only people making decisions for our firm and our clients are the people you hire to protect and grow your wealth.
Trust Our Fee-Only Approach
We don’t take commissions or push products to pad our pockets. Our fees are completely transparent, and our goal is to provide value well beyond what you pay. Our only incentive is to protect and grow your assets so you can enjoy the fruits of your labor.
Meet Bill Campbell
Our Founder and Principal
MBA, University of Chicago
CERTIFIED FINANCIAL PLANNER(TM)
When I started my career as a financial advisor, my company’s strategy was similar to the typical advisory shop. Cast a wide net, gather as many clients as possible, and scale the business to boost the bottom line as assets grow. I soon realized this was not how I wanted to manage the wealth of my clients who entrusted their life savings to me.
Instead, by focusing on a small set of committed clients, I could dedicate the time needed to understand every aspect of their financial lives and develop truly customized wealth management strategies. So, I set out on my own and founded Slayton Lewis.
Over the twenty-plus years the company has been in business, I’ve put together a dynamic team of highly trained professionals, each with their own specialization that creates a complementary set of skills to serve the unique needs of each client. Together, we’ve built the firm on a foundation of trust, experience, and empathy.
Unlike most firms, clients are not segregated by advisor. Everyone is a client of Slayton Lewis. When you call us, you won’t get sent to a directory to speak to the next available representative; you’ll connect directly with one of our team members. Whether you have a quick question or are going through a major life change, we’re here to bring you financial clarity and peace of mind.