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.
NAPFA – National Association of Personal Financial Advisors
Since 2001, we have been an active member of NAPFA. Founded in 1983, NAPFA is the country’s leading professional association of fee-only financial advisors. The organization advocates the highest standards in the field and requires members to follow a strict Code of Ethics and 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
We are fee-only advisors because we believe it is a significant conflict of interest when 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
CFP® certification is the recognized standard of excellence for personal financial planning. Attaining CFP® certification is a highly respected achievement for financial service industry professionals. Working with Sparrow Wealth Management means working with the industry’s best. 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.