Bryan Slovon, CEP®

Stuart Financial Group
6411 Ivy Lane, Ste. 520
Greenbelt, MD 20770
(301) 345-1635
(301) 345-1105

bryan@stuartfg.com
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CEP® Date Awarded
March 1, 2021

Bryan S. Slovon, CEP®, MRFC®
Founder, CEO - Stuart Financial Group

Bryan is the founder of our independent financial planning firm exclusively serving retirees and soon-to-be retirees in the D.C. metro area. He is a financial planner specializing in retirement planning and wealth preservation for more than 25 years. His mission is to help his clients plan properly so they can retire on their terms.

Bryan is a Master Registered Financial Consultant® (MRFC), a Certified Estate Planner® (CEP), and a Comprehensive Wealth Manager, offering investment advisory services through J.W. Cole Advisors, Inc. (JWCA).

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.

A native Washingtonian, Bryan now lives in Montgomery County, Maryland, with his wife and business partner, Lucy, and their dogs, Coco and Leo.  His hobbies include cycling, hiking, charity work and traveling far and wide visiting different cultures and experiencing different ways of life.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.


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