Pete Secret started Spartan Advisory Partners to help Wealth Advisors and RIA's understand all their options. Employee, Partner, or Owner, we help consult you through the entire process. The Spartan Partners have over 100 years of high-level Wealth Management experience. 

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

Spartan Advisory Partners

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