We specialize in helping people who do not want to handle the day-to-day management of their investments. For those people still working we provide professional portfolio management on their employer-sponsored retirement plans. If you are retired, we build a sustainable, retirement distribution strategy based on conservative investments. Our process is all electronic, from the application to the signatures. It's simple and streamlined. You do not need to visit an office; you do not need to have any lengthy meetings.
We are an independent firm and are one of very few firms that work with individuals who have a Self-Directed Brokerage Account (SBDA) option available to them inside their employer's retirement plan.
CHFC, CASL, RHU, REBC
President & Financial Consultant
With over 20 years of experience Andrew holds multiple financial industry designations and is the lead financial advisor at Spartan Wealth Advisory Group. Andrew’s goal is to offer a straight-forward service for moderate to low risk retirees, and for actively employed individuals that have an SDBA option in their retirement plan. Andrew has been featured in ‘The Top 100 Magazine’ as well as ‘Fortune Magazine’.
Andrew is always happy to talk sports and cheers for the following teams: Michigan State Basketball and Football, Detroit Tigers, Red Wings, Pistons, and the Tampa Bay Lightning. He is a recovering Detroit Lions fan. Andrew is a former collegiate swimmer, a scratch 200 bowler and a terrible golfer (yes actually terrible, not like your friend that says they are terrible but hits a 300 yard drive). Andrew attempts to add humor into financial planning and investment concepts, though he admits it’s not always easy.
Chief Technology Officer
With over 20 years of extensive experience in information technology and holding the certification of Project Management Professional, Kristen brings a wealth of knowledge and expertise to her role. In 2020, she further enhanced her skill set by obtaining the necessary licenses for Investment Advising. As the Chief Technology Officer for Spartan Wealth Advisory Group, Kristen takes charge of implementing, integrating, and maintaining our cutting-edge CRM and automation systems. This ensures that our esteemed clients experience a seamless and efficient paperless service throughout their journey.
Kristen is a proud alumna of Michigan State University, where her passion for Michigan State Athletics was ignited, and she will forever bleed Green and White. Beyond her professional endeavors, she finds solace in enjoying all the outdoor activities Southwest Florida has to offer (except for the hurricanes, but hey, it comes with the territory). Kristen takes immense pleasure in boating, drawn not only to the scenic beauty but also to the diverse marine wildlife. Additionally, she revels in the region's diverse culinary delights and vibrant entertainment scene.