Aaron Sloan, MBA, ChFC®
Helping people like you reach their maximum financial potential
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Serving Clients Nationwide
Helping people like you reach their maximum financial potential
Areas of Focus
- Employee Benefits
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Taxes
About Aaron Sloan, MBA, ChFC®
Hi, I'm Aaron Sloan, 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 completing my MBA in 2017. I was honored as the “Outstanding Business Administration Graduate” in 2016, but my real education began much earlier, growing up in a small-town community bank run by my family.
After experiencing firsthand how life’s unexpected moments can shake financial foundations, I knew I wanted to help others find peace of mind through thoughtful, proactive planning. I found that opportunity through Strategic Financial, where we prioritize education and comprehensive planning over product-pushing.
Today, I help clients with everything from retirement planning and tax strategies to risk management and business continuity. 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.
Off the clock, I’m a washed-up soccer and tennis player now working on my golf game. Kansas City BBQ fuels the journey - especially during Chiefs and Sporting KC season.
I have clients across Harrisonville, Bolivar, Springfield and the Kansas City metro area and scattered nationwide. I can be reached at my office: 417.823.3810.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Master of Business Administration (MBA)
Primary Location
1901 S. Commercial Street Suite A, Harrisonville, MO 64701
Additional Locations
📍 3809 South Greystone Court Suite A, Springfield, MO 65804
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Financial
You face unique challenges as you prepare for retirement. At Strategic Financial, we want to help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your wants, needs, and long-term goals.Our Mission
Providing clarity. Building Wealth. Empowering life's possibilities.
Our Values
We believe in empowering our clients in their financial world through passionate excellence in the work we do and by acting with integrity at all times. We believe honesty and transparency should be forefront in our relationships with our clients. We believe collaborative relationships centered around education and empowerment will lead to a fulfilling client experience.
YOU are our Focus
Enough about us, let's talk about YOU! You want to take care of yourself and your family. You want a relationship with your advisor where they learn about your unique situations and help you accomplish your dreams and goals. You want an advisor that listens to you and helps you navigate the ever-changing times with confidence and clarity. We're here to help.
Click the 'Book Intro Call' button above to get started. I look forward to speaking with you.
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Strategic Financial is an independent office which offers advisory services through United Advisor Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG and Strategic Financial are independent entities. Form ADV Part 2A &CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching UAG’s firm name. Strategic Financial offers additional products or services which are not advisory services offered through or supervised directly by UAG. 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.
Education
Southwest Baptist University, Master of Business Administration (M.B.A.), Business Administration and Management, General; Bachelor of Science (BS), Economics/Finance and International Business
Hobbies and Interests
- Family
- Golf
- Reading
- Relaxing
- Soccer
- Sports
- Swimming
- Tennis
- Theater
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Young Families
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FAQs
FAQ Disclosures
Investments are not FDIC insured, may lose value and are not guaranteed by the financial institution.
