Gregory S. Sloan

Gregory S. Sloan

| CFP®, MBA

The Daniel Financial Group, LLC

Fee Only Financial Planner Located in Duluth, GA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients

Visit Us

3700 Crestwood Pkwy
Suite LL20
Duluth, GA 30096

Gregory Sloan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Greg Sloan is the firm's Registered Investment Advisor Principal and founding member. Prior to launching The Daniel Group, Greg held the position of Vice President with The Ayco Company, L.P., a wholly owned subsidiary of Goldman, Sachs & Co.

Greg launched TDG in order to provide a select group of individual clients and families a uniquely objective and personalized wealth management and investment advisory solution. His expertise includes advice ranging from closely held business issues, to stock option optimization, to tax and estate planning. Greg’s clients include current and past CEOs and senior level executives of both public and private corporations. Greg has a BBA degree in Finance and an MBA in Finance from Georgia State University. He is a Certified Financial Planner™ practitioner, licensed through the Certified Financial Planner Board of Standards, Inc.

He resides in Atlanta, GA with his wife, Katherine and their three children.