Logan Foltz

Logan Foltz is a psychiatrist who discovered the magic of investing and personal financing as a medical resident.  Over the following ten years, what started as a quest to retire early transformed into a labor of love.  He now enjoys helping other high-income professionals use financial literacy as a tool to create the life they want.  He is a candidate for CFP® certification, and he enjoys helping with taxes because tax planning is integral to all aspects of effective financial planning.  In addition to providing tax services at SLP Wealth, he volunteers as a tax preparer with Volunteer Income Tax Assistance (VITA).

When not crunching 1040’s, you can usually find Logan on the pickleball court or a mountain bike trail.

Expertise

Tax Preparation, Industry-Specific Planning Expertise: Physicians

Education

Logan received his Bachelor’s of Science in Chemistry from the University of North Carolina Chapel Hill, where he later received his Doctor of Medicine (MD) as well. He completed his CFP education requirement from the College for Financial Planning.

Certifications

Enrolled Agent (EA) Candidate

Certified Financial Planner (CFP®) Candidate

Medical Doctor (MD)