Spartan Planning Group

Mitchell Mouratov 

on Google

a week ago

Love these guys. Genuine people who treat you like family. They are very thorough, knowledgable, and prompt. Most importantly money is being made and a ton of stress is off my shoulders. Thanks to Spartan the future is clear. 

David Gullotti 

on Google

a month ago

David and the entire Spartan Planning Group team, are high capacity, and high character, who provide incredible value way beyond financial planning and management. They genuinely care about their clients, regardless of their assets under management. I cant recommend them more highly and wish I found them years ago! 

Wave Oglesby 

on Google

2 months ago

The Spartan Planning team has been fantastic to work with. After a long career as an executive it was very refreshing to have a team I could turn to to help steward our family finances. Their team has been friendly, helpful, and always responsive. They took complex topics and boiled them down to simple advice that would positively impact our family. 

Kevin Smith 

on Google

4 months ago

David and the team at Spartan Planning Group provide excellent financial advice and have done a great job helping us build a foundation for our retirement. They have also assisted with our charitable foundation and ensured we've been able to maintain our generosity through wise financial guidance. I highly recommend this team. 

John Clausing 

on Google

6 months ago

David and team have managed my portfolio for the last 5 years and I can confidently say they have done a far better job than when I was going it alone. They ask insightful questions that make me consider things I have not thought of regarding retirement, estate planning, etc. I appreciate the regularly scheduled check up meetings as well as the ability to reach out to them for one off questions. I really feel like the Spartan team has my family's best interest in mind in all they do.