Spartan Planning Group is a financial services firm that provides comprehensive wealth management and financial planning. The firm operates on a fiduciary standard, focusing on a team-based approach to deliver personalized strategies in investment management, insurance, and tax and estate planning. They are a member firm of Kestra Financial Partners, offering securities through Kestra Investment Services, LLC (Kestra IS) and investment advisory services through Kestra Advisory Services, LLC (Kestra AS).

Founded in

United States