SLR Financial, Inc. Email Format
Financial ServicesCalifornia, United States0-1 Employees
SLR Financial, Inc. is a small independent financial services firm based in Novato, California. It was established by Brad Scott, Steve Lambert, and Ernie Renner after they left larger firms to better serve clients' interests. The firm emphasizes that its advice is unbiased and not tied to any parent institution, aiming to act in the clients' best interests. The business focuses on creating financial plans tailored to each client's unique circumstances, while prioritizing reliable service and ongoing relationships. In the broader financial services landscape, it presents an independent alternative that centers on personalized planning rather than product sales. Based in Novato, California, the practice is led by its founders and provides continuous, client-focused advisory support.