Stuart Financial Group

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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

"The only things certain in life are death and taxes." Benjamin Franklin
10/16/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/12/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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.

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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