About Our Firm

Here’s our story. We look forward to hearing yours.

Bryan S. Slovon | Founder, CEO


Bryan S. Slovon, Author of Your Retirement. Your Wealth. Your Legacy., and CEO of Stuart Financial Group, an independent financial planning firm exclusively serving retirees and soon-to-be retirees in the DC Metro area. He is a financial planner specializing in retirement planning and wealth preservation to a select group of clients for over 25 years.

Bryan has been helping his clients and their families own their retirement readiness and reach their retirement goals with peace of mind. His mission is to help his clients plan properly so they can retire on their terms.

Bryan has been featured in The Wall Street Journal, Kiplinger’s Personal Finance, Financial Planning, OnWallStreet, Investor’s Business Daily, and other local and national media. He is a regular contributing author to Kiplinger.com. To read Bryan’s most recent column for Kiplinger, visit Kiplinger.com and search for “Bryan Slovon".

He is a Master Registered Financial Consultant®, a Certified Estate Planner®, and a Comprehensive Wealth Manager, offering investment advisory services through J.W. Cole Advisors, Inc. (JWCA). As a fiduciary, he is legally bound to uphold the highest levels of fiduciary standards when providing investment advice to clients. He is a member in good standing of the National Ethics Association* and the Mid- Atlantic Region Better Business Bureau.

Bryan is a native Washingtonian, he and his business partner and wife Lucy, live in Montgomery County, MD along with their dogs Coco and Leo. His hobbies include cycling, hiking, personal development, charity work, and traveling. He is committed to client satisfaction and upholding his fiduciary responsibility by always doing what is in his client's best interest.