Sparrow Wealth Management

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.

Sparrow Wealth Management usually works with clients who have $2 million in assets under management or more.  For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.  Please visit our website (www.SparrowWealth.com) for additional information.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

6900 Tavistock Lakes Blvd, Ste 400 By Appointment Only Orlando, FL 32827 Phone: +1 (407) 583-6375 Fax: (877) 330-9191

Primary Office

6900 Tavistock Lakes Blvd, Ste 400 By Appointment Only Orlando, FL 32827 Phone: +1 (407) 583-6375 Fax: (877) 330-9191