Our Principles

Loyalty

“Loyalty can not be blueprinted. It cannot be produced on an assembly line. In fact, it can not be manufactured at all, for it’s orgin is the human heart- the center of all respect and human dignity” - Maurice Franks

Brad, Steve and Ernie all held positions with the same major financial firm for more than 30 years combined. Loyal advisors to their firm and clientele, each founding advisor felt the move to SLR Financial would help them better serve the people who matter most, our members. As independent advisors, the loyalty to our client has no bias.

Confidence

“Confidence ... thrives on honesty, on honor, on the sacredness of obligations, on faithful protection and on unselfish performance.” - Franklin Roosevelt

Our firm’s resources are dedicated to our members. We use our experience to help position your assets appropriately. The past decade has provided a very challenging marketplace, and confidence and conviction are paramount when making investment decisions. As three seasoned advisors, our individual interpretations of world events and investment opportunities are shared and discussed. Although we all do share some key positive values, our differing opinions help further validate appropriate strategies.

Exceptional Service

“Well done is better than well said.” - Benjamin Franklin

As much as it is claimed to be a focus of many firms, customer experience is very much dependent on the person providing the service. As good friends, and advisors with common values; Brad, Steve and Ernie are genuine individuals. Their long lasting relationship as friends and colleagues has nourished a dynamic perspective and mutual respect. This common respect extends to all of our members. SLR Financial will always do our best to surround ourselves with capable, genuine people to provide you appropriate strategies and exceptional service.