A thoughtful path forward

At Slatkin Financial, we work with professionals, families, and retirees who want clarity and confidence in their financial lives. We help you understand where you stand and the steps you need to take to work toward your financial goals. Our approach is thoughtful, practical, and down-to-earth. No judgment and no pressure. Just honest guidance to help you make informed choices.

Robert Slatkin, CPA*, CFP®

Robert is a Wealth Manager and Partner at Steward Partners. He values trust, clear communication, and helping clients understand the “why” behind each financial decision. Slatkin Financial is led by Robert Slatkin and supported by a dedicated operations and service team through Steward Partners.

Originally from Potomac, Maryland, Robert now lives in Boulder, Colorado with his wife, Allison, and their rescue pets: dogs Rosie and Daisy and cats Stanley, Kevin, and Wilson. Robert is an avid triathlete and home cooking enthusiast.

Before joining Steward Partners, Robert worked as a Senior Consultant in Ernst & Young’s Financial Services Technology Advisory Group. He earned degrees in both Accounting and Information Systems from the University of Pittsburgh. Robert is a licensed CPA* and CERTIFIED FINANCIAL PLANNER™ professional.

_{^{*Robert Slatkin does not give tax/accounting advice to clients of Steward Partners.}

^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}}

Our Philosophy

Long-term investment success is shaped far more by investor behavior than by short-term market movements. That’s why our approach centers on clarity, education, and comfort.

Our Process

Assess

We’ll start by getting to know you, your goals, investment time horizon and risk tolerance, and see if we’re a good fit.

Analyze

We’ll review your information, create a personalized plan, and clearly explain our recommendations. Your understanding of the “what’s” and “why’s” is key.

Implement

We’ll put your plan into action with the agreed upon strategies.

Monitor, maintain, and adjust

We’ll review your plan regularly and make updates as your life, goals, and the markets change.