Small Enough to Know You. Sharp Enough to Guide You.
A small office, built on purpose
Being small means we can move fast. Two advisors and two support staff work together on every client relationship, so decisions don't get stuck in committee and questions don't sit in a queue. You get a nimble team that's genuinely accessible, not a call center.
Howard Sloan
Financial Advisor & LPL Registered Principal
(703) 354-5950
Registrations Held through LPL Financial: Series 7, 24, 31, 63, 65, AP. VA Life and Health Insurance/Annuity Securities licensed since 1985. Registered for Securities in the following states: AZ, CA, FL, DC, ...
Scott Sloan
Financial Advisor / Wealth Manager
703-354-5950
Registrations held at LPL Financial: Series 7, 66. Registered for Securities in Arizona, Florida, New York, and Virginia.
Our Story
Where Experience Meets What's Next
Howard has been in this business for more than 40 years, and the story of our office is really the story of an industry evolving alongside him. He began his career with Private Ledger, stayed on through its growth into Linsco Private Ledger, and continued as the firm became LPL Financial, now the largest independent broker-dealer in the country. Scott grew up around the business long before he joined it, and after graduating college, that early exposure turned into a career of his own. Together, they represent decades of experience and the next generation of it, all under one roof.