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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CEO and Founder of SFG LLC
Bill knows and appreciates the value of hard work as he worked summers in US Steel to pay for his college. One of his goals is to have all his clients say to themselves that their lives have been better from having worked with him....
810 Sweetbriar Road, Orlando Evan is not affiliated with Woodbury Financial Evan was born into Slepcevich Financial Group in Indiana and raised in Naples, Florida. He attended Rollins College where he earned a bachelors degree in...
Diane joined Slepcevich Financial Group in 2013. She is responsible for all aspects of client servicing, including scheduling and preparing materials for reviews, handling incoming client requests, opening new accounts and maintaining...
Kimberley married into Slepcevich Financial Group in 1982. She is responsible for the overall office management including bookkeeping, payroll, client outreach and any other task that needs organization and finesse. Kim arranges all...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.