A complete list of active advisors currently associated with Spartan Wealth Solutions LLC

Warmer can help you find a great advisor at Spartan Wealth Solutions LLC or one who fits your needs even better.

Spartan Wealth Solutions LLC provides fee‑only financial planning and advisory services to individuals, high‑net‑worth clients, and small businesses, covering areas such as retirement and investment planning, tax planning, risk management, education funding, budgeting, and employee benefit analysis. The firm also offers short‑term fee‑based financial coaching and business consulting engagements in addition to ongoing planning relationships. The firm favors a long‑term, buy‑and‑hold approach and typically recommends mutual funds and diversified asset allocation guided by Modern Portfolio Theory, quantitative and fundamental analysis, and assessments of clients’ age, goals, and risk tolerance. It is structured so that the advisor does not have discretionary trading authority for client accounts; the firm’s reported regulatory assets are primarily non‑discretionary. The principal’s background in public accounting and corporate finance and professional credentials (CPA and CFP) inform the firm’s integration of tax planning and accounting‑oriented consulting into its services. Distinctive features include a very small active client roster combined with the provision of hourly or fixed‑fee business advisory work and the firm’s accounting‑firm roots, which are uncommon among independent advisory practices.

To learn more about the advisors currently working at Spartan Wealth Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.