Spartan Advisory Partners

Email address and contacts

Spartan Advisory Partners company description

Pete Secret started Spartan Advisory Partners to help High Net Worth clients, Wealth Advisors, and RIA's. Spartan Advisory is designed for wealth/financial advisors, RIA’s, independent brokers and teams to help add value to you, your team, and your clients. Below are some of our offerings: Transitions: Transition planning | Transition execution |Consulting for pre-transitional plans | Wire to wire transitions | Transitional economic comps |B/D to independent transitions | RIA transitioning | RIA/Independent firms: Mergers and acquisitions | Growth strategy consulting | Recruiting systems |Starting or joining an RIA| Technology for lead generation, tuck-ins, rollup sourcing, and startups Coaching: Succession planning | Next-generation hiring | Complex team mergers | Business practice management systems | Consulting for individual advisors looking to team up or transition | Staffing consultations

• Employee count

  12

• Industry

  Financial Services

• Country

  United States

• Company website

  https://spartan-advisory.com