Specialties
About Me
I'm Aaron Sloan, MBA, CFP®, ChFC®, a financial planner based in Harrisonville, Missouri, serving individuals, families, and business owners across the Kansas City area.
I'm a two time graduate of Southwest Baptist University, where I double majored in Economics/Finance and International Business before earning my MBA in 2017. I was named the Outstanding Business Administration Graduate in 2016, but my real education started much earlier, growing up in a small town community bank run by my family. That upbringing shaped how I work. After seeing firsthand how life's unexpected moments can shake a family's financial footing, I knew I wanted to help others find peace of mind through thoughtful, proactive planning. I found that at Strategic Financial, where we lead with education and comprehensive planning instead of pushing products. Today I help clients with everything from retirement and tax strategy to risk management and business continuity, with a particular focus on business owners, family business succession, and fellow banking professionals. Whether you're preparing for the next chapter or protecting what you've already built, I'll meet you with clarity, empathy, and a plan built around your goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC, MBA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
United Advisor Group (“UAG”), d/b/a “Strategic Financial”, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser, “UAG/Strategic Financial”, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Investments are not FDIC insured, may lose value and are not guaranteed by the financial institution.