Witnauer Sloan & Associates

We believe that every individual has unique financial goals and aspirations. Our philosophy is centered around understanding these goals and creating a personalized financial plan to help achieve them. We specialize in retirement planning, estate planning, and wealth preservation, as well as investment management. Our approach focuses on prudent and responsible strategies, tailored to meet specific financial objectives.

Our Philosophy

At Witnauer-Sloan, we recognize that each client is distinct, with different financial situations, risk tolerances, and time horizons. We eschew cookie-cutter approaches, instead, crafting unique financial plans that address the specific needs and goals of each individual. Our commitment to personalized service and expert advice has earned us recognition as a leading financial planning and investment management firm.

Fees and Costs

We offer our services on a fee-only basis, ensuring that our advice is unbiased and in the best interest of our clients. Our fees are competitive, reflecting our efficient operations and commitment to providing value without unnecessary expense. We align our compensation with the financial success of our clients, ensuring that our interests are aligned with yours.

Our Commitment

We are dedicated to making your financial dreams a reality. Our team is highly experienced, educated, and credentialed, with a strong emphasis on continuous financial planning and investment education. We take the time to understand your goals and work with you over the long-term to achieve them. Our independence and fee-only structure allow us to provide advice that is truly in your best interest.

Our Approach

Our approach is centered around understanding your unique financial situation, goals, and risk tolerance. We then construct a personalized financial plan that incorporates retirement planning, estate planning, wealth preservation, and investment management. We focus on prudent and responsible strategies, including tax planning and savings, to ensure that your financial objectives are met.