We will bring our resources to you
Sparrow Advisors is a boutique advisory firm that engages with our clients’ family, company and chosen charitable organizations to capitalize on synergies, leverage their collective strength, and execute their goals.
Our firm builds a cross-functional group which utilizes the resources of multiple professionals, coast to coast, to provide Wealth Management, Commercial Banking, and Investment Banking Services for our clients’ needs.
We are actively growing our group and client base throughout the country and in these cities. We draw upon our extensive resources to serve in each market locally and nationally, depending on the needs of our clients.
We build your team around your needs
We serve our clients in several roles through multiple geographies and help individuals, families and family offices manage and preserve their wealth with detailed, strategic, and multi-generational planning and asset management with a focus on preserving values aided by philanthropic planned giving and good risk management. We also help their public and private corporations source growth capital, grow, merge, acquire, and exit. Finally, we help work with philanthropies in strategic planning, managing their endowments, helping with board development, and tactically deploying capital and volunteer resources effectively to help drive their respective missions.
Our Foundations
Sparrow Advisors was founded with the belief that clients' outcomes can be improved with a comprehensive plan, incorporating every facet of a client's life by taking an interdisciplinary approach which is not typical in our industry. We are driven by what matters most to our clients. We are typically engaged with a client's family, their company and their chosen charitable organization to capitalize on synergies, leverage their collective strength and execute on their goals.
At Sparrow Advisors, we are built on the fundamental principles of honesty and integrity. We commit to putting our clients first, always. Our team is our most valuable asset, as they deliver on our core values for our clients every day. We commit to growing our team with qualified individuals from all walks of life, recognizing that talent can come from many different backgrounds and experiences, but a commitment to integrity and a life of service isn't always easy to find. We believe in the principle of giving back to our community through corporate and personal philanthropy and volunteerism, and we seek out new and creative ways to give all the time. We created The Sparrow Pledge as an avenue for our team and our clients to memorialize this commitment if they choose. Finally, we are so incredibly proud to be an independent, boutique advisory firm. This gives us the ability to live our core values without being burdened by the agendas that so often permeate the financial services industry.
