Anthony Mona, CRPS®

President, Managing Partner

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Anthony is The President of Spartan Wealth Management, advising clients since 1998.  He has run practices with Smith Barney, Morgan Stanley, and UBS before joining Spartan.  In 2019-2022 Anthony has been named to the Forbes/SHOOK list of Best-In-State Wealth Advisors in Michigan.  Anthony has been distinguished with the Chartered Retirement Plans Specialist (CRPS®) after earning it through a rigorous exam. For almost 25 years he has been advising clients on financial planning and investment management.  As a Senior Portfolio Manager at the firm, he takes pride with the fiduciary role and responsibilities for his clients.  Anthony believes in educating the investor and involving the client in each step of the financial process, including partnering with the client’s CPA and attorney to assure all financial matters are covered. 

He is a graduate of Wayne State University with a Bachelor of Science in Corporate Finance, currently a member of the Chaldean American Chamber of Commerce (CACC) and former Treasurer of the CACC.  Anthony and his wife, Saba, reside in Bloomfield Hills and have three children: Avery, Eliana, and Liam.  He enjoys spending time with his family, traveling, exercising, barbecuing year-round and playing sports with his kids. Currently Anthony Serves on the Board of The Chaldean Chamber of Commerce, board member and Treasurer for the Chaldean Community Foundation and is on the Finance Committee for the Chaldean Diocese of St. Thomas the Apostle.

Degrees & Affiliations

  • Investment Advisor Representative CRD# 3013527
  • Forbes Best-in-State Wealth Advisors 2019, 2020, 2021, 2022
  • Bachelor of Science in Corporate Finance – Wayne State University
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