Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
About Us
The team behind Jim Sloan & Associates, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jim E. Sloan
Wealth Manager and Six-Time Author
Jim has written six books to help those approaching retirement become informed and get the relevant facts and math on the table when making major financial decisions. He is an Investment Adviser Representative of MariPau Wealth Management, LLC, a SEC Registered Investment Adviser. Jim is also a licensed insurance agent.
Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Jim also teaches a 6-hour financial education course, ‘Retiring Well in the 21st Century’ at multiple college campuses in the area. Jim is a U.S. Army veteran, has a private pilot license, volunteers, loves to travel, read, golf, and most things outdoors.
Jim E. Sloan
Six-Time Author
Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.