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Robert Sparrow
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Robert Sparrow

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At a glance

Full Name
Robert A. Sparrow
Title
Partner, Financial Life Planner; CFP®, CKA®
Firm
Triune Financial Partners, LLC
Firm Type
SEC-registered investment adviser / financial planning firm
Target Company Profile
Individuals, trusts, corporations and other businesses, churches, nonprofit entities, charitable organizations, company retirement-plan sponsors, and veterinary practice owners
Sector Focus
Financial life planning, individual and model portfolio management, retirement-plan consulting and management, financial planning for major life changes such as business sales and retirement transitions
Geographic Focus
Based in Overland Park, Kansas; Triune states it works with veterinary practice owners nationwide
Location
Overland Park, Kansas

Background

Robert A. “Bob” Sparrow is a Partner and Financial Life Planner at Triune Financial Partners, LLC in Overland Park, Kansas. Triune identifies him as a CFP® and CKA® and describes his client work as focused on financial freedom, clarity, saving, avoiding debt, giving, and goal setting.

Triune says Sparrow is a graduate of Rockhurst College in Kansas City and has worked in the financial-services industry for more than three decades. The firm’s company history states that Triune was founded on March 1, 2005 by Jim Mullinix and Jeff Jaworski, and that partners Geoff Huber and Bob Sparrow were added within months of opening. Sparrow’s role was to co-lead the Financial Life Planning side of the business with Jaworski.

Triune became an SEC-registered investment adviser in 2010, according to its March 20, 2025 Form ADV Part 2A brochure. The firm reported $1.299 billion in total assets under management as of December 31, 2024, split between discretionary and non-discretionary assets. The public sources reviewed do not verify the stub claim that Sparrow is an angel investor or that he makes seed-stage startup investments.

Investment Thesis & Focus

  • Triune’s advisory work is client-specific rather than venture-style investing: it builds portfolios around each client’s objectives, time horizon, risk tolerance, liquidity needs, tax considerations, and investment policy.
  • The firm’s recommended securities can include exchange-listed securities, corporate debt, CDs, municipal securities, variable annuities, mutual funds, U.S. government securities, options, separately managed accounts, and certain partnership interests, subject to suitability.
  • Triune offers individual portfolio management, model portfolio management, retirement-plan consulting and management, financial planning, consulting, newsletters, videos, and blogs.
  • Sparrow’s stated planning focus is behavioral and values-based: Triune’s profile says he helps clients live within their means, save, avoid debt, give generously, and set goals.
  • Sparrow says he enjoys working with clients who are open, intelligent, engaged, coachable, and collaborative.
  • Triune describes itself as an “anti-Wall Street firm” with no quotas or agendas beyond helping clients gain financial freedom.
  • No public source reviewed verified angel-investment check sizes, startup-sector thesis, seed-stage criteria, or a portfolio-company sourcing process for Sparrow.

Notable Investments

  • No verified startup or angel investments by Robert A. Sparrow were found in the public sources reviewed.
  • Triune Financial Partners reported $1.299 billion in advisory assets under management as of December 31, 2024; this is advisory AUM, not a venture or angel portfolio.

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