We help you build a life beyond student loans.

Built by the team behind Student Loan Planner for high earners who want a real plan for their loans and everything that comes after.

Built on the foundation of Student Loan Planner

We didn't start as a wealth management firm. We started as Student Loan Planner, the largest student loan consultancy in the country, founded by Travis Hornsby in 2016. Since then, we've consulted on more than $5.2 billion in student debt for 22,000+ borrowers, most of them high-earning professionals.

Our clients kept asking the same question: “You've helped me figure out my loans. Can you help me with everything else?”

That's why SLP Wealth exists. We brought the deepest student loan expertise in the industry under the same roof as fiduciary financial planning, investment management, and tax services. No one else can say that.

Typically offered

  • Generic financial planning
  • Poor student loan guidance
  • 100-page paper financial plan
  • 1 – 1.75% investment aum fee
  • Stuffy in-person meetings
  • Complex financial plan fees

SLP WealthMembership

  • Financial planning tailored to your profession
  • Industry-leading student loan strategy (federal + private)
  • Technology that makes it easy to implement your financial plan
  • 0.25% – 0.75% fee for asset management + access to tax-loss harvesting
  • 100% virtual meetings, dress code not enforced
  • Simple, transparent, and affordable pricing

See what clients say

Ever since I had my daughter things like long term disability, life insurance, 529 plans, and investing have been at the forefront of my mind. My husband and I are a Pharmacist and Physician and although we do research on our own Ben has been amazing at helping us stay on track and get things done! I have gotten nothing but amazing advice since I first encountered SLP for our student loan consultations, and ever since joining SLP wealth! Sarah Physician | April 27, 2024
Our SLP financial planner has been extremely attentive to developing a plan alongside our stated savings goals, retirement target, and overall cash flow to improve our current quality of life. I appreciate the frequent updates/reviews of our student loan pay-off plans to ensure that we're on the correct path! Frank April 27, 2024
I am thrilled to be working with a company and real person to help tailor the best scenarios for me. I have been doing this on my own for years and it can be overwhelming and daunting. I appreciate having honest and reliable information given and then the autonomy to select and do as I please. Barbara April 25, 2024
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Why choose SLP Wealth over others?

Watch the video to hear from Student Loan Planner founder and SLP Wealth partner Travis Hornsby.

What you'll get from SLP Wealth

A dedicated planner who knows your profession, your loans, and your full financial picture. Three meetings per year, with additional meetings as needed, plus unlimited access between meetings through your client portal.

A real plan for your student loans, whether that's PSLF, IDR optimization, refinancing, or a hybrid strategy. Built by the team that has advised on more student debt than any wealth management firm in the country.

Fiduciary investment management at 0.25% to 0.75% at a fraction of what most advisors charge, with tax-loss harvesting built in.

Optional tax preparation handled by the same firm that built your plan, so your loan strategy, investment strategy, and tax strategy actually talk to each other.

All for a transparent monthly subscription. No surprise invoices, no hourly fees, no commissions, no products to push.

Why financial planning with student loans needs ongoing attention

Student loan rules change constantly. PSLF guidance shifts, IDR plans get rewritten, tax treatment of forgiveness moves with administrations. A one-off financial plan can't keep up, and the wrong assumption in year three can cost you tens of thousands.

That's why SLP Wealth is built around an ongoing relationship, not a one-time engagement. Your planner adjusts your strategy as the rules evolve, so you're never making decisions based on outdated guidance.