Wealth is more than money

True wealth comes when you have time to enjoy everything you’ve worked for. It’s found in the flexibility to design and live your life in alignment with your values and your dreams.

Spark Financial Advisors works hard to build a foundation for your wealth:

  Life Planning Process

  Tax-Savvy Saving & Investing

  Fiduciary advice puts you first

  Build financial confidence

  Stick to your plan

  Manage risk

More than a Fee-Only Financial Planner

At Spark Financial Advisors we blend Fee-Only financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to achieve your goals and solve problems.

Let’s Talk

Let’s Plan

Let’s Build!

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Let’s Talk – Let’s Plan – Let’s Build!

Every plan begins with a get-to-know-you conversation.

Spark Financial Advisors is a fee-only, independent financial advisory firm in Richmond and Williamsburg, Virginia. 

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Meet Lauren

Certified Financial Planner™
Certified Investment Management Analyst™

With over 14 years in the financial services industry working for U.S. Trust (Bank of America’s Private Bank) and as a Fee-Only financial planner I’ve fielded a lot of questions. My favorite is, “How do I know I’m doing the right thing with my money?”

I get it. Most of us weren’t taught about personal finance in school or at home. Yet now you find yourself responsible for managing your financial future and frankly, it’s a little bewildering.

Building strategies for myself (and now for my clients) gives me the certainty I need to make crucial decisions about saving for retirement and college, reducing our taxes, and knowing where and how to invest our money. 

The best part of my job is getting to know what my clients cherish, collaboratively building a solid financial plan that supports your best life, and seeing it put into place. It is truly an honor to walk with my clients on their financial journey.

What’s your big dream?

Let’s talk about how to get there.

BUSINESS

  • Fee-Only Certified Financial Planner™ and CIMA working in Williamsburg, VA and Richmond, VA
  • 13 years of Financial Industry Experience, including US Trust
  • Financial Blogger

PERSONAL

  • Mom of 3
  • Home chef
  • Creative Thinker

YOU’LL FIND ME

  • Nerding out over financial planning articles
  • Hosting a mom ‘n kids dance party
  • Out in the garden

Words on Wealth

I’ve hosted a financial planning blog for two years. Check out a few of my favorite posts:

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