Spartan Planning Group

It has been so refreshing to work with a team that is truly fee only. They do not make investment decisions based on additional compensation! I really appreciate the systematic way they depend on metrics to guide their actions. Finally, they are wholistic in their approach, helping their clients consider every aspect of their financial picture, even in areas they do not provide products.
Dec 12th, 2023

These folks are incredible. I have worked mostly with David and Eric but the entire organization is next level. They are very attentive and responsive and dont talk down to you if you are not fluent in financial literacy. It doesnt hurt that our returns have been incredible! Highly recommend Spartan Panning!
Oct 23rd, 2022

This team listens, follows through, and enjoys helping others meet their financial goals. If you are looking for a disciplined, process-focused team that works to protect your assets in down markets while keeping your long-term goals on track, I highly recommend the Spartan Planning Group.
Aug 4th, 2022

Blaise and the team at Spartan Planning have conducted themselves with integrity while being sympathetic to the loss of our loved one. They have helped us to honor our loved ones with our inheritance.
Apr 7th, 2021

Spartan Planning is a top-notch organization with highly skilled and service-oriented people truly interested in the lives of their clients. They provide excellent, thorough and thoughtful advice as well as dynamic and effective financial planning and investment service. And as a fiduciary they are honestly interested in the best interest of their clients. We cannot recommend Spartan Planning more highly!
Oct 8th, 2020