Stuart Financial Group Information

View Top Employees from Stuart Financial Group

Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our practice by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Our specialties: » Retirement Planning » Wealth Accumulation » Asset Protection » IRA Legacy Planning » Life Insurance » Income Planning » IRA & 401(k) Rollovers Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Stuart Financial Group and JWCA are unaffiliated entities. https://bit.ly/2Gw3Sa4

Website	https://www.stuartfg.com
Revenue	$21 million
Employees	15 (5 on RocketReach)
Founded	1990
Address	6411 Ivy Lane Suite 520, Greenbelt, Maryland 20770, US
Phone	+1 301-345-1635
Technologies	JavaScript , HTML , PHP +16 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Financial Advisor, Financial Services, Boutique Financial Firm, Wealth Management, Investment Advisor, Investment Management, Investment Planning, Wealth Advisor, Portfolio Management, Personal Financial Planning, Retirement Planning, Estate Advisor, Retirement Management, Long Term Financial Planning, Estate Planning, Tax Advisor, Financial Planning Services, Tax Planning, Financial Security
Competitors	LPL Financial, Merrill Lynch, Schwab Advisor Services, Fidelity Investments, Edward Jones, Vanguard, Raymond James, TIAA, UBS, Financial Services Company +34 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies

Stuart Financial Group Questions

What is the annual revenue of Stuart Financial Group?

The Stuart Financial Group annual revenue was $21 million in 2026.

Who is the President and CEO of Stuart Financial Group?

Bryan Slovon is the President and CEO of Stuart Financial Group.

How many people are employed at Stuart Financial Group?

5 people are employed at Stuart Financial Group.

Where is Stuart Financial Group based?

Stuart Financial Group is based in Greenbelt, Maryland.

What is the NAICS code for Stuart Financial Group?

The NAICS codes for Stuart Financial Group are [523, 52393, 52, 5239].

What is the SIC code for Stuart Financial Group?

The SIC codes for Stuart Financial Group are [628, 62].

Top Stuart Financial Group Employees

Bryan Slovon

President and CEO at Stuart Financial Group

Greenbelt, MD, US
2
- yahoo.com
- stuartfg.com
4
- +1 301-641-XXXX
- +1 301-384-XXXX
- +1 301-681-XXXX
- +1 301-681-XXXX
Lucy Slovon

Co-founder and Chief Operating Officer at Stuart Financial Group

Greenbelt, MD, US
2
- yahoo.com
- gmail.com
5
- +1 704-907-XXXX
- +1 301-345-XXXX
- +1 954-579-XXXX
- +1 301-641-XXXX
- +1 301-384-XXXX
Amytha Jones

Director of Client Relations at Stuart Financial Group

Greenbelt, MD, US
3
- +1 240-606-XXXX
- +1 209-598-XXXX
- +1 301-864-XXXX
David Stuart

Wealth Strategist at Stuart Financial Group

Lakeland, FL, US
1
- stuartfg.com
3
- +1 863-398-XXXX
- +1 863-640-XXXX
- +1 301-345-XXXX
Ryan Whitty

Administrator at Stuart Financial Group

Towson, MD, US
1
- stuartfg.com
1
- +1 760-805-XXXX