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

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.



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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now

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April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.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.