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. While Sparrow Wealth Management has no minimum account size for investments, we usually work with client households with $3 million in assets under management or more. For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.