You are the hero.
We are the guide.
We’re passionate about your financial success.
Who we are
Spark Financial was born out of the desire to assist individuals from all financial backgrounds align their finances and values to achieve a more fulfilling and purpose-driven future.
If you are a founder, professional, creative, rising talent, or just getting started: we have a plan to assist you. At Spark, we believe that the real heroes are our clients who do the hard work of sticking to a plan. We are the guides, coaches, and experts that help you get to your goals faster and back on track when life deviates (it happens!). Discover how our innovative approach is transforming the planning process.
Meet Kyle Paterik, CPFA (founder/ceo)
I started my career as a financial advisor with a desire to change individuals' lives and provide guidance in a way that my family never had access to growing up. After 20+ years of experience in the financial services industry working at Fortune 500 firms, regional independents, founding and taking public an investment banking firm, and consulting for small businesses and billion-dollar institutions alike, I took time away to get married, start a family, and take a deep breath. In that pause, I rediscovered a love for my work and a vision of a wealth management platform emphasizing improving the client experience through technology and personal advising. Enter Spark Financial. At Spark, we aim to move the financial advising experience forward and make the process, dare I say, enjoyable. To accomplish this, we provide flexibility in how we meet and communicate, invest in new technologies to enhance your experience, discover new products and strategies to help you compete in an ever-changing financial landscape, and keep our fees and pricing transparent and equitable. Try our new approach to advising.
We can help.
Confidence in your financial future
Finances can be stressful and complicated. Let us simplify this area of your life and bring confidence to your financial plan.
Plans into action
Guidance on the next steps and appropriate solutions help you get closer to achieving your goals quicker.
Tools to succeed
Having the right tools and technology help you stay focused and accountable. Spark Hub is your new best friend.
