Slagle Financial

Slagle Financial is a Financial Planner in Edwardsville, IL, located at 419 St Louis St. The firm serves individuals, families, and small businesses with personalized financial services focused on retirement planning. Its core methodology is the Slagle Financial GPS, a five-step Guided Planning System that addresses risk assessment, investment strategy, income planning, tax planning, and progress tracking. The team aims to be the last financial advisors a client will ever need, offering a transparent onboarding process with detailed schedules and ongoing service.

The company was founded in 1995 by Chad A. Slagle, who launched the business from the back of a Chevy pickup truck. Over three decades, it has grown into an established firm with offices across Illinois, Florida, and Missouri. The Edwardsville team includes Chad A. Slagle as President and Founder, Chad A. Tobin as Senior Partner and Chief Investment Officer, Sarah Newton as Chief Operations Officer, Holly Averill as Client Operations Director, and Christine Polansky as Marketing Operations Director. The advisory team features financial advisors Nick E. Webb, Bobby Sims, Jeff Cherry, Connor Bouse, Josh Ohl, Antonio Perez, and Christian Cathey, along with Blake Williams, who specializes in retirement and Medicare planning. The firm operates under core values of trust, honesty, integrity, approachability, teamwork, and constant improvement. Chad Slagle also hosts a weekly radio show discussing financial news and retirement implications, and has authored the book "Winning in Retirement," which offers action items and client stories for the next phase of life.

Slagle Financial holds a rating of 4.50. The firm is known for its long-standing presence in the region and its structured approach to helping clients navigate the complexities of retirement, from initial goal setting to ongoing portfolio management.