Sparrow Wealth Management

Investment ManagementUnited States2-10 Employees

Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services.  Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide.  Our mission is to help you find freedom and peace in your financial life.

Working with a fee-only financial advisor helps you avoid the conflicts of interest that are so common with commission and fee-based advisors.  We do not accept compensation or financial incentives that may bias our recommendations.  We act as a trusted fiduciary by putting your best interests first.

While Sparrow Wealth Management has no minimum account size for investments, we usually work with client households with $3 million in assets under management or more.  For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.

Sign up for free to view info

Email Format Employee directory