Learn how we gave David & Alan the green light to retire confidently with a personalized income plan, tax plan, and investment strategy.
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My partner Chris and I started Spark Wealth Advisors because we wanted to do things differently—putting clients first, not corporate quotas.
We’ve worked for the big wealth management firms, so we’ve seen firsthand how traditional retirement strategies and investment models are often more about what’s easiest for the firm than what’s best for the client. We knew there was a better way.
At Spark Wealth Advisors, we take a truly personalized approach to retirement planning—one that prioritizes your goals, your lifestyle, and your financial peace of mind. No cookie-cutter advice, no hidden agendas—just expert guidance tailored to you.
Spark Wealth Advisors is a registered investment advisor (RIA) in the state of FL. RIAs are held to the fiduciary standard, which legally and ethically requires that we act in your best interest 100% of the time. Believe it or not, some advisors do not act in a fiduciary capacity all the time, if at all.
The only way we are compensated is by the fee our clients pay us for our financial planning & investment management services. We do not receive any third party commissions related to the sale of investment or insurance products, which can cause conflicts of interest.
We've worked for big banks and broker dealers prior to starting Spark. So we know that working under this model incentivizes advisors to recommend products that will pay them and their employer the most, whether its best for you or not. Independence for us means unbiased advice for you.
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Modern Edge Capital LLC. Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth.
