Our Team
Meet Our Team
Financial planning works best when it’s built on real relationships
Founding Partner and Financial Advisor
Aaron Sloan, MBA, ChFC®
Aaron joined Strategic Financial in 2016 and became a founding partner of the firm. He holds a Bachelor of Science in Economics/Finance and International Business from Southwest Baptist University (2016) and a Master of Business Administration from Southwest Baptist University (2017). Beyond his work at Strategic Financial, Aaron serves his community in leadership roles including Board Vice President at Sherwood Community Bank, Vice President of the Harrisonville Chamber of Commerce Foundation, member of the Harrisonville Love the Square Economic Development Committee, and Southwest Baptist University Alumni Board Member. Aaron is engaged to Gabriella Gonzalez-Sanders. Together they have a Ragdoll cat named Blu and a dog named Cholula. Aaron enjoys golfing, tennis, soccer, and following Kansas City sports teams.
Email Address
asloan@thestrategicfinancial.com
Phone Number
(417) 730-1497
Office Location
1901 S Commercial Street Suite A Harrisonville, MO 64701
Fee Structure
- Comprehensive Financial Planning: $2,000 (includes 5 one-hour meetings plus around 20 hours of behind-the-scenes work)
- Ongoing Annual Reviews: Minimum once per year, with additional meetings available by request
- Pro-Bono Planning: Limited number of spots available each year for clients where fees are unaffordable
- Asset-Based Fee: Tiered fee starting at 1.25% of portfolio value with breakpoints
Geographic Service Area
Harrisonville, MO • Bolivar, MO • Cass County, MO • Kansas City, MO & KS • Springfield, MO • Virtual meetings nationwide
Areas of Specialty
Multi-Generational Family Businesses
Aaron helps families balance business continuity with personal financial security through succession planning and ownership transitions.
Small Business Owners
From structuring retirement plans to exit strategies, Aaron helps small business owners maximize the value they’ve built.
Bankers and Financial Professionals
Aaron’s experience serving on a community bank board gives him unique insight into the financial planning needs of banking professionals.
Postsecondary Educators
Aaron works with college professors and administrators navigating 403(b) plans, pension systems, and unique retirement planning challenges.
Ready to Get Started?
Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.