Spartan Planning Group

David Childs is a CFP® professional with 13 years of industry experience, currently serving at Spartan Planning Group since 2012. He also has a longstanding role at The Oechsli Institute beginning in 2010. Outside of his financial advisory work, Childs is president of DCP Coaching, a consulting business focused on business growth, cash flow, and efficiency management. Spartan Planning Group is a team-based firm that provides integrated financial planning, wealth and portfolio management, and pension consulting services to individuals, small businesses, trusts, and employee benefit plans. The firm employs tailored investment strategies using ETFs, mutual funds, individual equities, and sub-advisers, and manages approximately $167 million in discretionary assets as of year-end 2024.

Richard Dexter is a financial advisor at Spartan Planning Group with two years of industry experience. He holds a Series 65 designation and previously worked at Intelligent Visibility and Sirius Computer Solutions. Richard is based in Greensboro, NC. Spartan Planning Group serves individuals, small businesses, trusts, and employee benefit plans by offering integrated financial planning, wealth and portfolio management, and pension consulting services. The firm employs a fee-only model and uses a combination of ETFs, mutual funds, individual equities, sub-advisers, and model portfolios to tailor investment advice.

Ira Ross is a financial advisor at Spartan Planning Group in Greensboro, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Spartan Planning & Wealth Management, LLC since 2015. Spartan Planning Group serves individuals, small businesses, trusts, and employee benefit plans by providing integrated financial planning, wealth and portfolio management, and pension consulting services. The firm uses a fee-only, percentage-of-AUM model and employs tailored investment strategies including ETFs, mutual funds, individual equities, and sub-advisers, managing a notable mix of discretionary and non-discretionary assets.