Our Values

Fee-only certified financial advisors who put our clients first.

Fee-only: No commissions, no product placement fees, no referral fees. No hidden or unnecessary costs. No account minimums. Just independent, objective advice. As certified financial advisors, we have no conflicts of interest or motivation to do anything other than provide our clients with the best investment for their situation. Our clients pay us for our advice and expertise, not for selling them financial products.

Fiduciary standard: As a Registered Investment Advisor, we are held to higher standards. We choose to uphold a fidiciary standard, which means we are legally required to act with undivided loyalty on behalf of our clients and put their own interests above our own. The fiduciary standard differs from the standard that of conventional stock brokers, who only need to show that investments they are selling their clients are “suitable.” We believe that by following the fiduciary standard, we better serve our clients as certified financial advisors.

We do not take custody of your assets: Blue Spark Capital Advisors does not hold any of our clients’ assets. All assets that we manage are held by TD Ameritrade Institutional. We will never ask you to relinquish the control of your assets. We do recommend that you give us “discretionary authority” to manage your account so you never miss an opportunity to do what is in the best interest of your financial plan. Because we have determined your course of action together, we act only when it’s in your interest to implement your plan.

Transparency: You have online access to all your accounts, and more, via our websites specially created for each client. You can see all activity in your TD Institutional accounts and can monitor your assets at any time and from any place. Client statements are provided by the custodian, and we provide you with further detailed statements and supplemental account information.

Integrity: Our fee-only model minimizes conflicts of interest. As fee-only certified financial advisors, we are selling only one thing: our knowledge. And, as poet and essayist Dr. Samuel Johnson (1709-1784) said, “Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful.” We live by that motto.

See more about values and ethics here: CERTIFIED FINANCIAL PLANNER™  The mission of Certified Financial Planner Board of Standards is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Blue Spark Capital Advisors

We're a boutique fee-only Registered Investment Advisory (RIA) and financial planning firm based in New York City and the Berkshires.

We provide planning and investment management services and financial coaching to women, men and their families.

We believe in a holistic approach. Movement in each piece of your financial plan impacts the others, so we consider your entire picture.

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Contact Us

41 Madison Avenue (40th Floor)
New York, N.Y. 10010
(212) 537-3899

93 Church Street
Lenox, Mass. 01240
(413) 551-4445

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"Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful."
– Samuel Johnson (1709-1784)
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