About The Spartan Group

Bespoke strategies built around your needs

The Spartan Group is differentiated by a small but highly focused team, providing customized financial strategies to specific institutional sectors, and curated, goals-based advice to high-net-worth families and family offices.


The Spartan Group provides customized financial approaches using the experience and knowledge we have gained as CERTIFIED FINANCIAL PLANNER professionals.
Our investment approach requires us to be extremely targeted about the clients we work with. Because we take such an active role in your investment approach, it's paramount that we partner closely to ensure we craft a shared view of where you are, where you want to go and the best possible route to get there.
We look forward to the opportunity to discuss your financial concerns and life goals.
We tap the breadth of capabilities at J.P. Morgan to deliver the following:
• Wealth planning
• Portfolio management
• Fixed income
• Alternative investments
• Cash management
• Retirement planning
• Lending
• Insurance
• Endowments and foundations
• Estate planning
• Business succession
• Institutional Services

Meet Our Team



Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.