Reviews for Spartan Planning Group

Dec 2023

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.
Oct 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.
Oct 2022

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 don’t “talk down” to you if you are not fluent in financial literacy. It doesn’t hurt that our returns have been incredible! Highly recommend Spartan Panning!