About Us
Our HistoryBuilding On A Legacy Of Excellence
Welcome to SL Wealth Advisors, a premier financial advisory firm founded in 2022 and proudly headquartered in High Point, North Carolina. As a trusted partner in your financial journey, our mission is simple yet powerful: you don't have to merely hope to retire; we can make it a reality, allowing you to live the lifestyle you desire. We leverage the distinguished reputation of Smith Leonard, the leading full-service accounting firm in the Triad, to bring you the personalized and attentive service you deserve.
Guided by the core values of trustworthiness and experience, we are dedicated to helping you achieve your financial goals. Whether it's planning for retirement, wealth management, or ensuring a secure financial future for the next generation, SLWA is here to support you every step of the way.
Who Will You Work With?Meet The Team
Kevin Benson
TAX PARTNER
Phone: (336) 821-1402
Email: kbenson@smith-leonard.com
I proudly have over 25 years of experience serving both public and privately-held companies in the construction, manufacturing, distribution, and transportation industries. My career in public accounting has been both rewarding and diverse, allowing me to specialize in several key areas, including tax planning for mergers and acquisitions, international tax planning, IRS exams, accounting for income taxes (ASC 740), and state and local tax issues.
Mark Bulmer
MANAGING PARTNER
Phone: (336) 821-1411
Email: mbulmer@smith-leonard.com
I bring over 35 years of experience to the table, serving both public and privately held companies across the manufacturing, distribution, retail, and real estate industries. Throughout my career, I have developed a strong focus on working with high-net-worth individuals and families, providing them with the specialized attention and expertise they require.
Behavioral Finance
Should You Tap Retirement Savings to Fund College?
Contact UsWe Want to Hear From You
Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.