A complete list of active advisors currently associated with Spark Financial Advisors

Warmer can help you find a great advisor at Spark Financial Advisors or one who fits your needs even better.

Spark Financial Advisors works with individual clients (including both high-net-worth and non‑HNW individuals), charitable organizations, and employers, offering wealth management, investment management, comprehensive financial planning, employee benefit plan services, and outsourced/co‑planning services for other registered advisers. The firm also provides a discretionary investment management option and a fiduciary adviser service to retirement plan participants as part of its employer-plan work. The firm emphasizes passive, diversified portfolios built with low-cost index mutual funds and ETFs, supplemented by fundamental analysis for security selection and by offering socially responsible (ESG/impact) options when clients request values-based investing. Client engagements are documented with investment policy statements, and services are delivered through a mix of upfront planning fees, ongoing asset-based retainers, and monthly or project-based planning fees that are adjusted for complexity. Distinctive elements include a fee-only model with no commissions or referral fees and adoption of a NAPFA-style fiduciary oath and professional standards, along with the capability to provide outsourced financial planning to other RIAs and a formalized employee-plan fee schedule. The firm’s brochure also discloses a resolved administrative enforcement matter in Pennsylvania (April 17, 2024) that concluded with a consent order and a $9,000 assessment, and notes the firm is registered and authorized to operate in that jurisdiction.

To learn more about the advisors currently working at Spark Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.