Sloan Advisory Group, Inc.

Sloan Advisory Group, Inc. is a registered investment adviser founded in April 2009 by Rachel Sloan, who serves as the principal owner. The firm manages $53,814,014 on a discretionary basis as of December 31, 2024. Sloan Advisory Group specializes in providing individually tailored investment portfolios and continuous advice based on clients' needs, goals, risk tolerance, and liquidity requirements. The firm offers investment management services and comprehensive financial planning, addressing areas such as cash flow management, college savings, financial goals, insurance, investment analysis, retirement planning, and tax planning strategies. Clients have the option to impose reasonable restrictions on investments, and the firm's fees are based on a percentage of assets under management, with a minimum annual fee of $7,500. Sloan Advisory Group does not participate in wrap fee programs and does not offer performance-based fees. The firm acts as a fiduciary, ensuring that clients' best interests are prioritized. Rachel Sloan, the President and Chief Compliance Officer, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Chartered Retirement Planning Counselor (CRPC®) designation. The firm's investment strategies are guided by modern portfolio theory, focusing on broad diversification and asset allocation to achieve clients' financial goals while managing risks effectively. Clients have the option to grant investment discretion to the firm, and they are encouraged to notify Sloan Advisory Group of any changes in their financial situation or investment objectives. The firm maintains a Business Continuity Plan to ensure uninterrupted service to clients in case of unforeseen events. Rachel Sloan supervises all activities of the firm and upholds high ethical standards outlined in the firm's Code of Ethics and compliance manual.