Sloan Advisory Group

Sloan Advisory Group

Sloan Advisory Group was founded in 2009 in Glens Falls, New York, after founder Rachel Sloan shifted a decade of institutional experience toward individuals. She had previously worked at Bankers Trust, Morgan Stanley Trust, and Chase Manhattan Bank, serving mutual fund and hedge fund clients. The move north followed the events of 9/11 and a deliberate decision to replace an institutional book of business with direct relationships with individuals and business owners. The practice delivers financial planning, investment management, retirement planning, and tax strategy. Sloan holds the CFP and Chartered Retirement Planning Counselor designations, and the firm's website frames its work around goal definition rather than product placement — explicitly telling prospects they do not need to become master investors. No AUM or deployment totals are publicly disclosed, consistent with a sole-practitioner model that emphasizes planning relationships over aggregate scale. Geographic focus centers on upstate New York and the Adirondack region. Sloan Advisory Group operates from a single office. The founder's community involvement includes board roles with Big Brothers Big Sisters of the Southern Adirondacks and the Glens Falls Area Youth Center, as well as committee work with the Adirondack Mountain Club. These local ties reinforce the firm's relationship-driven sourcing model, where referrals from a tightly networked community replace institutional distribution channels. No philanthropic foundation, club membership, or adjacent investment vehicle is disclosed. The firm's architecture is fundamentally different from bank-affiliated wealth managers: it is a solo CFP practice in a small city, serving a concentrated regional client base. The structural edge lies in its governance simplicity — one decision-maker, no institutional conflicts — and a deliberate geographic isolation from Manhattan that shields the advisory relationship from product-push pressures common in wirehouse models.