With you at every turn – from home to harbor.
We believe in building long-term relationships, so no matter what the weather brings, we’ll be there to lend a helping hand. And we're happy to meet however and wherever you prefer – be it in our office, your home, or outside in the sunshine.
Kirby H. Sloan, CFP®
Founder & Principal
You’ve worked hard to build a successful career and life, so keeping more of what you earn and growing your wealth shouldn’t feel like a second job. That’s where I come in.
As the founder of Sloan Financial Group, I specialize in helping successful professionals create financial clarity for their families, their future, and their legacy. Whether you’re a business owner, executive, or professional juggling complex financial challenges, I work with you to create customized strategies that align with your goals and values.
With a degree in economics from East Carolina University and the CERTIFIED FINANCIAL PLANNER® certification, I’ve built a career focused on delivering clarity, confidence, and results. I collaborate closely with estate attorneys and CPAs to ensure every aspect of your financial picture is optimized. My mission is simple: to help you thrive financially and personally.
I live in Morehead City, NC, with my wife, Kourtney, our two children, and our dog, Koko. Outside of work, I enjoy golfing, CrossFit, and spending time outdoors — activities that keep me grounded and energized to serve my clients.
If you’re ready to take control of your financial future and focus on what matters most to you, let’s connect.
