A complete list of active advisors currently associated with Sparrow Wealth Management

Warmer can help you find a great advisor at Sparrow Wealth Management or one who fits your needs even better.

Sparrow Wealth Management provides fee-only financial planning and discretionary asset management to individuals (primarily high-net-worth), families, trusts, businesses, and retirement and institutional plans. The firm combines ongoing financial planning with portfolio management and reported managing about $135 million in client assets as of December 31, 2025. Its investment approach is rooted in a belief that markets are generally efficient and emphasizes diversified, asset-allocation portfolios implemented predominantly with no-load, passively structured mutual funds and ETFs. Sparrow develops an Investment Policy Statement for each client, allocates across U.S. and international, size and style dimensions, and typically uses short- and intermediate-term fixed income and inflation-protected bonds where appropriate. Noteworthy features include the firm’s engagement with institutional clients such as pension and profit-sharing plans—a service mix that is less common among independent advisers—and frequent use of funds that are available only to institutional investors and approved advisers. The firm also limits engagements to combined planning and management (not planning-only), transitioned to SEC registration in early 2025, and operates with custodial arrangements that allow fee deduction while custody remains with a third-party custodian.

To learn more about the advisors currently working at Sparrow Wealth Management, 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.