Home – Sparrow Wealth Management

Ready to partner with a financial advisor who is genuinely invested in your unique story and life goals?

At Sparrow Wealth Management we empower people to take control of their financial lives and live authentically.

Schedule a Free Consultation

We provide 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.

Whether you’re a business, established family, new couple, or someone who feels the finance world has made you invisible, we embrace inclusivity and respect across all walks of life.

Don’t put off fulfilling your financial peace any longer. Live a life of freedom.

Schedule a Free Consultation

No Minimum Account Size for Investments

Lower Fees than Most Major Banks and Brokerage Firms

How is a fee-only financial advisor different?

Unlike commission and fee-based advisors, we do not accept compensation or financial incentives that bias our recommendations.

We act as a trusted fiduciary by putting your
best interests first.

Learn More

Important News & Updates

Quarterly Market Review – Q2 2024

For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: ...

Client Letter – Q2 2024

During the second quarter of 2024, the best performing asset classes were emerging markets stocks and the S&P 500 stocks.  The following chart shows the ...

Client Letter – Q1 2024

During the first quarter of 2024, the best performing asset classes were U.S. and international large stocks.  The following chart shows the 3-month, 1-year, and ...