We are a fee-only financial planning and investment management firm specializing in business owners and executives on the path to financial independence.
Feel empowered, confident and in control
Who we serve
As a business leader you have a complicated life. We partner with you to clarify what you want in life, help you navigate decisions and seize opportunities feeling confident in your finances.
What we do for you?
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We'll always have your best interest. You are our priority.
CFP Professional & CFA Charterholder
Less than 3% of Financial Advisors have both credentials
We don't receive kickbacks
Our pricing structure is transparent and there are no hidden fees.
Welcome to Our AdvisoWealth Financial Counsling
Are you a professional with a thriving career who is struggling to reduce financial stress and make the most of your increasing income?
Are you an entrepreneur who wants to maximize your cash flow, reduce taxes and get back time?
Are you an ambitious woman or an aspiring couple looking for coaching with wealth-building strategies?
Create & maintain a cash flow positive budget.
Don't pay more tax than you have to.
Do you know how much you need to retire, or be financially independent? We do!
Paying off debt quicker to relieve stress & free up savings.
Insurance & Risk Management
Finding the best options to meet your needs.
Empty your nest, not your bank account.
Protect your family and assets now and into the future.
Analyze and maintain your wealth.
Hi, I’m Sweta Bhargav
I’m a CERTIFIED FINANCIAL PLANNER and a CFA Charterholder, and I’m passionate about empowering people to have confidence in their financial decisions.
I founded Adviso Wealth, a fee-only financial planning firm in Greater Philadelphia to help our clients optimize their income, invest smarter and reduce taxes.
Our mission is twofold: We must educate and empower our clients to live fulfilled lives by identifying what is enough, building a plan that takes them in that direction and keeping them on track when they falter.