Anthony Mona received the Forbes Best-In-State Wealth Advisor award in 2019, 2020, 2021, 2022, 2024, 2025 and 2026. This award was issued by Forbes. Compensation was paid in connection with these recognitions.
Spartan Wealth Management was named a Best Place to Work in 2025 by Crain’s. Compensation was paid in connection with this recognition.
Brian Mosallam was named a Notable Leader in Finance in 2025 by Crain’s. Compensation was paid in connection with this recognition.
Awards and recognitions are not indicative of future performance or client experience and should not be construed as an endorsement of the firm or its advisory services.
Core Values
Have a Passion to Strive for Perfection
Give the Extra 10% to Go From Good to Great
Make Every Client Feel Like the Only Client
Treat Clients Like Family
About Us
We guide successful individuals, families, and business owners with customized financial planning and tailored solutions designed for your unique financial journey.
FAQ
At Spartan Wealth Management, we hear these questions every day—and we’re here to help you find your answers.
We’ll work with you to create a personalized, comprehensive strategy that looks at the full picture of your financial life.
Our in-house professionals collaborate closely with you (and your CPA) to build strategies designed for greater efficiency.
We act as your financial “CFO,” connecting every piece of your financial plan so nothing falls through the cracks.
Whether it’s selling a business or preparing to transfer wealth, we help you navigate complex decisions with clarity and confidence.
We offer a personal, trusted relationship backed by a full team of experienced advisors, to streamline, organize, and guide your financial journey.
We design portfolios with both growth and tax impact in mind, so your money works smarter for you.
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Free Resource
This simple, powerful checklist walks individuals, families, and business owners through the key areas of a strong financial strategy, from investment planning and tax efficiency to risk management, estate planning, and business transition readiness. Actionable, easy-to-follow, and designed to give you clarity on where you stand and what steps to consider next.
