Sledge & Company

We're right here
with you
We have the answers... and we're happy to share
Bring your career to life
New York Life is dedicated to serving professional advisors
What do you want
to do?
We're in this together
We have the answers... and we're happy to share
Bring your career to life
Bring your career to life
We're here
to help
It all starts with you
We're right here
with you

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Who We Serve

Team Approach

Our Expertise

Welcome to Sledge & Company

Welcome to Sledge & Company

Our focus is you. For the past decade, our firm has worked with privately-held business owners, corporate executives and professionals, enterprising entrepreneurs and families. Our clients have a few things in common:

They’re enterprising, industrious people who are focused on their futures.
They hold a core belief that tomorrow will always be bigger and brighter than today.
They’re focused on taking care of their business and utilizing their assets effectively.
They’re family and relationship oriented.

Our firm continues to be proud to be the resource our clients lean on, every step of the way.

Learn More About Our Firm

We Believe

In serving our clients with integrity and honesty at the forefront
In running our business to thrive on client success
Our client's greatest investment is their time and energy into their own companies
In creating value by creating opportunities for success
That a fantastic, close-knit team of specialists is our best advantage for our clients
In being connected and tied into our community to generate relationships and opportunities
Asking the right questions and listening carefully to the answers

Learn More About Our Mission & Goals

Education & Expertise

Here at Sledge & Company, we believe in the power of mentorship, education and sharing knowledge. That’s why we’re always striving to better ourselves through financial education and seeking advice and coaching from a variety of peers and mentors. Our founder, Taylor Sledge, has been internationally recognized and often speaks across the country about the processes and the culture that he has employed to help optimize results for many of his clients. He has written articles for, or been featured in, many of the below sources.