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
View Top Employees from Spartan Advisory Partners| Website | http://spartan-advisory.com |
| Employees | 13 (11 on RocketReach) |
| Technologies |
JavaScript,
HTML,
Twitter
+10 more
(view full list)
|
| Industry | Financial Services |
Looking for a particular Spartan Advisory Partners employee's phone or email?
Spartan Advisory Partners Questions
Jorden Williams is the COO of Spartan Advisory Partners.
11 people are employed at Spartan Advisory Partners.
Spartan Advisory Partners is based in Atlanta, Georgia.
Top Spartan Advisory Partners Employees
-
45+
-
11
-
-
1
-
1
-
-
Related Companies
