Founded by Katharine Perry, CFP®, Sparrow Wealth Management is a registered investment adviser (RIA) dedicated to providing comprehensive, client-centric financial planning and wealth management services. The firm operates on a fee-only basis, ensuring that its advice is objective and free from conflicts of interest associated with commissions. Their mission is to help clients, including individuals, families, and business owners, align their financial resources with their life goals through personalized strategies covering retirement planning, investment management, and overall financial well-being.

Founded in

United States