Spark Wealth Advisors
Spark Wealth Advisors is an independent fee-only registered investment advisor (RIA) based in Jacksonville, FL, serving clients nationwide virtually. Our goal is to take away the stress and uncertainty around your financial present & future, and replace it with confidence and clarity.
We primarily serve those who are within 10 years of, or already in retirement. Navigating Social Security, Medicare, withdrawal strategies, taxes, investments, and estate planning is our job. Yours is to live your best retirement life.
Spark also advises younger (30s and 40s) high-income clients who are not as concerned with retirement as they are about maximizing their income, paying down debt, understanding equity compensation, and reducing their taxes. We understand these are valid financial goals that should not require a minimum asset level to be helped by a professional, so we don't have one.
With all of our clients, we see the best results when we are able to implement and manage investments for them. We believe in a low-cost, tax-efficient, and evidence-based approach to investing.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.