Stuart Financial Group

Stuart Financial Group Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)Stuart Financial Group and JWCA are

At SFG, we help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Our specialties: Retirement Planning, Wealth Accumulation, Asset Protection, IRA Legacy Planning, Life Insurance, Income Planning, IRA & 401(k) Rollovers

Test your estate strategy knowledge with this short quiz.
10/09/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

If you don’t have an estate strategy, here's some reasons why you should.
10/05/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/02/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
09/28/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
09/25/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Do you have a will? Is it updated?
09/21/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/18/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Address

6411 Ivy Lane, Suite 520
Greenbelt, MD
20770

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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