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. We act as a trusted fiduciary by putting your best interests first.

Sparrow Wealth Management usually works with clients who have $2 million in assets under management or more.  For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.  Please visit our website ( for additional information.


Advisors at Other Firm Offices


Primary Office

6900 Tavistock Lakes Blvd, Ste 400 By Appointment Only Orlando, FL 32827 Phone: +1 (877) 330-9191 Fax: (877) 330-9191