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Meet the Founder

CHRISTOPHER M. JONES, CFP® Founder and President, Sparrow Wealth Management One thing that often gets overlooked in finance is humanity. Helping people plan their lives and futures is filled with all sorts of human emotions. Talking about money can make people feel everything from embarrassed and anxious to inspired and hopeful. The promise and fears of financing a child’s education, […]

Fee-Only vs. Fee-Based

The Financial Planning “Name Game” How a financial advisor is compensated can directly impact the advice they give you. The majority of “financial advisors” earn some or all of their income from selling annuities, mutual funds, insurance, stock, or other financial products. Conflicts of interest are inevitable if any part of their compensation comes from sources other than YOU, the […]

Why Choose Sparrow

DFA-Approved Financial Advisor We belong to an exclusive group of fee-only advisors who are approved to manage your investments using low cost, passively managed mutual funds available only through Dimensional Fund Advisors (DFA). DFA is a world-class money management firm with deep working relationships with leading financial economists who bring their cutting-edge research to practice. For more information, visit www.dfaus.com. […]

Downloads

Financial Planning Agreement This describes the financial planning terms and conditions for asset management clients. It provides a description of the financial planning services and the responsibilities of SWM and the client. Investment Advisory Agreement This describes our asset management services, the fees, and the responsibilities of SWM and the client. Tax Preparer Consent Form This form helps to streamline […]

Recommended Reading

Financial Theory & Investing  |  Personal Finance Management For those wanting to learn more about investing and personal financial management, we recommend these interesting reads: Financial Theory & Investing “The Investment Answer” by Daniel C. Goldie & Gordon S. Murray “Winning the Loser’s Game”: Timeless Strategies for Successful Investing (3rd Edition) by Charles D. Ellis “The Behavior Gap: Simple Ways to Stop […]

Key Investment Principles

These key investment principles create the foundation of our investment philosophy: Efficient Markets We believe capital markets are generally efficient, meaning that security prices reflect all available information. This does not mean prices are always correct. Rather, it means fierce competition among market participants makes it virtually impossible for any single investor to consistently make profits above all other investors. […]

Investment Management

We offer low-cost investment management services for clients nationwide based on our investment philosophy. The Investment Process Our investment management begins with establishing your personal and financial goals, investment objectives, investment time horizon, and risk tolerance. Next, we’ll develop an Investment Policy Statement, which details how your money will be allocated across various asset classes. The most important asset allocation […]

Our Mission

Sparrow Wealth Management is committed to helping clients find freedom and peace in their financial lives. We accomplish this mission by adhering to these principles: Regular client communication with highly personalized service Maximizing unique personal and financial goals Fee-only financial planning Top-tier investment management using low-cost, passively managed mutual funds Strong emphasis on client education Full disclosure of fees and […]