A complete list of active advisors currently associated with Sloan Advisory Group, Inc.

Warmer can help you find a great advisor at Sloan Advisory Group, Inc. or one who fits your needs even better.

The firm provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in discretionary assets for a limited client base. Services outlined in the brochure include tailored portfolio construction, retirement and tax-aware planning, college savings analysis, insurance reviews, and assistance establishing accounts with custodians. Its investment approach emphasizes asset-class allocation and Modern Portfolio Theory to build diversified portfolios aligned with each client’s objectives, time horizon, and risk tolerance, with the adviser implementing strategies on a discretionary basis and accepting reasonable client-imposed restrictions. The firm conducts periodic account reviews triggered by changes in circumstances or performance and relies on custodian statements for client reporting rather than providing separate written management reports. A feature that sets the firm apart from most peers is the provision of educational seminars and workshops to organizations and the public, delivered as general financial education rather than individualized advice. The firm’s principal holds professional financial planning credentials and the firm has a documented succession agreement with another advisory firm to address continuity of service.

To learn more about the advisors currently working at Sloan Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.