Why Choose Sparrow
DFA-Approved Financial Advisor
Sparrow Wealth Management is part of an exclusive group of fee-only financial advisors that has been approved to manage your investments using low cost, passively managed mutual funds available only through Dimensional Fund Advisors (DFA). DFA is a world-class, institutional money management firm that has forged deep working relationships with some of the leading financial economists to bring their latest research to practice. For more information, visit www.dfaus.com.
NAPFA – National Association of Personal Financial Advisors
Since 2001, Sparrow Wealth Management has been an active member of The National Association of Personal Financial Advisors. Founded in 1983, NAPFA is the country’s leading professional association of fee-Only financial advisors. NAPFA advocates the highest standards in the field and requires its members to follow a strict Code of Ethics and to sign a Fiduciary Oath annually. NAPFA has been endorsed by the AARP, the Consumer Federation of America, and state regulators. For more information, visit www.NAPFA.org.
Fee-Only Financial Advisor
Sparrow Wealth Management operates as a fee-only financial advisor because we believe there is a significant conflict of interest if an advisor stands to gain personally from any action recommended to the client. Unlike commission and fee-based advisors, fee-only financial planners are compensated solely by client fees and do not accept commissions or compensation from any other source. Sparrow Wealth Management has been certified by NAPFA as a fee-only advisor since 2001.
CFP® – Certified Financial PlannerTM
The CFP® certification has become the recognized standard of excellence for personal financial planning. Attaining CFP® certification is a highly respected professional achievement for those who work within the financial services industry. Working with Sparrow Wealth Management means you are working with the best in the industry. For more information about the Certified Financial PlannerTM certification, visit www.cfp.net.
CFP®, Certified Financial Planner™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.