Aaron Sloan, MBA, CFP®, 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
- Business Owners
- Employee Benefits
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
- Taxes
About Aaron Sloan, MBA, CFP®, ChFC®
Hi, I'm Aaron Sloan, a financial planner based in Harrisonville, Missouri, serving individuals, families, and business owners across Cass County and the greater 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, and I hold the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Financial Consultant® designation. I was named Outstanding Business Administration Graduate in 2016, but my real education started much earlier, growing up in a small-town community bank my family has run for three generations.
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 product.
Today I help clients with everything from retirement and tax strategies to risk management, business continuity, and succession planning for family-owned businesses. 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.
Beyond the office, I stay active in the community I serve, including a role with the Harrisonville Chamber of Commerce Foundation and a seat on Southwest Baptist University's alumni board. Off the clock, I'm a washed-up soccer and tennis player now working on my golf game, and Kansas City BBQ fuels the journey, especially during Chiefs and Sporting KC season.
I work with clients across Harrisonville, Bolivar, Springfield, and the Kansas City metro area, plus others scattered nationwide. You can reach me at my office at (417) 730-1497
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Master of Business Administration (MBA)
Affiliations
- National Association of Insurance and Financial Advisors
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
Your first meeting is a free 30-minute discovery call, and it's exactly what it sounds like: a conversation. There's nothing to buy and nothing you have to prepare. Come as you are, even if your finances feel disorganized or you're not sure where to begin. We'll use the time to get to know each other. You can ask questions, share what's on your mind, and tell me what you're hoping to accomplish. I'll listen, learn about your situation, and be upfront about how we work and what it costs, so you walk away with clarity whether or not we decide to move forward. If it helps, jot down a few questions or the goals that matter most to you ahead of time, but that's the only prep needed. If we're a good fit and you'd like to continue, I'll send a simple checklist to help you gather your financial documents for the next step. No pressure, no obligation, just a chance to see if we're right for each other.Offers Investment Management
Yes
About Strategic Financial
Strategic Financial was founded in 2009 on a simple belief: comprehensive financial planning should be accessible to everyone, not just the wealthy. We serve clients across Missouri, nationwide, and internationally with the kind of personalized attention major firms reserve for their top-tier clients, without the asset minimums or the corporate feel.We are 100% independent, which means our advice answers to you and no one else. Our team brings more than 55 years of combined experience and has served clients in 21+ states and abroad.
Our approach rests on three things. We build relationships around you, starting with a free discovery call and a planning process designed to be thorough without being overwhelming. We lead with education, adapting to whether you want every detail or just the bottom line. And we hold to transparency and integrity: we are upfront about costs, clear about conflicts of interest and structured to minimize them, and honest when we do not have the answer.
Whether you are investing your first dollar or preserving a complex estate, we meet you where you are with no judgment and no pressure, just a plan built around your goals.
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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
Volunteer Experience
Aaron volunteers with a variety of organization both in Harrisonville and statewide. His positions include: President - Harrisonville Chamber of Commerce Foundation Board Member - Love the Harrisonville Square Scholarship Selection Committee - Community Foundation of the Ozarks Next Generation in Banking Board of Directors - Truman Region - Missouri Bankers Association Alumni Board Member - Southwest Baptist University
Hobbies and Interests
- Church
- Collecting
- Family
- Golf
- Reading
- Relaxing
- Soccer
- Sports
- Swimming
- Tennis
- Theater
- Video Games
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- High Net Worth
- Intergenerational Families
- Mid-Career Professionals
- Parents
- Private Foundations & Organizations
- Young Families
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FAQs
FAQ Disclosures
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. SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular 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 or as personalized investment, tax, or legal advice. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Strategic Financial as of the date hereof, which are subject to change without notice at any time. Strategic Financial does not represent that any opinion or projection will be realized. Neither Strategic Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. The Chartered Financial Consultant (“ChFC”) designation is awarded by the American College to individuals who have compiled at least three years of full time business experience during the five year preceding the designation award, have completed a total of nine courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the ChFC designation, please visit www.finra.org/investors/professional-designations/chfc.
