Shaping your finances around what matters most.
Financial Planning & Investment Management that enable you to live your best life.
Gain confidence about your financial future.
We provide you with clarity through tax-optimized financial planning & money management. Make life decisions confidently with us in your corner.
Core Services
Financial Planning
Define & achieve goals like retirement or a major purchase with a roadmap built for success.
Investment Management
Tax-efficient, low-cost, & diversified portfolios designed with your desired outcomes in mind.
Tax Planning
Forward-looking strategies to help reduce your lifetime tax bill.
Who we serve
FAQ
If you don't see your question here, give us a call or send us an email anytime.
Yes! About 90% of our clients are virtual. We've found that we can efficiently get our work done together by meeting via Zoom and uploading documents to our encrypted online portal. Investment accounts & financial planning recommendations can be viewed online at any time between our meetings.
Yes! Spark Wealth Advisors is proudly established as a registered investment advisor (RIA). RIA's are held to the fiduciary standard, legally and ethically requiring us to act in your best interest (it's only what we'd do anyway).
As a fee-only firm, the only way we make money is for the fees you (the client) pay us for our services. Some advisors sell clients products that pay them a commission, which can create a conflict of interest. For this reason, we do not accept any third-party kickbacks, referral fees, or commissions related to any investments or advice we give you.
We engage all of our clients in a thorough review of their financial picture. This includes: - Cashflow & Budgeting - Insurance Review - Retirement Planning - Estate Planning - Tax Planning - Investment Management
While we help clients in all stages of life, we primarily focus on those who are in retirement or within 10 years of retiring. Many of our clients have done a great job saving and investing on their own throughout their careers, but reached a point where they prefer to delegate their financial life to us so they can free up time and energy for their families, travel, and passions. Even if you are nowhere near retirement, we're happy to chat and see how we can help, even if that means connecting you with a better-fit advisor. Beyond retirees, we have a special place in our hearts for the LGBTQ+ community. As a gay-owned company we recognize that our community has unique challenges and opportunities when it comes to finances. We pride ourselves in offering a safe space for our community to work with a professional who's on their side.
