Fiduciary | CFP Professional | CFA Charterholder | No Minimum Assets | No Commissions
We design customized solutions to optimize your income, reduce your taxes and invest smarter so you can live an extraordinary life, your way
Adviso Wealth helps business owners, physicians and executives protect and enjoy their wealth through investment management and financial planning
We'll always have your best interest. You are our priority
CFP Professional & CFA Charterholder
Less than 1% of Financial Advisors have both credentials
No minimum assets
We'll work with you no matter how much
Our pricing structure is transparent and
there are no hidden fees
Most people go through life believing that if they work hard, it’s enough. Money is something they worry about their whole life. There is a better way to live.
Adviso Wealth provides financial planning and investment management solutions to make sure the money you have worked hard to earn, works for you. We work with you to optimize your income, reduce your taxes and invest smarter so you can live the life you deserve.
Create & maintain a cash flow positive budget
Insurance & Risk Management
Finding the best options to meet your needs
Don't pay more tax than you have to
Empty your nest, not your bank account
Do you know how much you need to retire, or be financially independent? We do!
Protect your family and assets now and into the future
Paying off debt quicker to relieve stress & free up savings
Analyze and maintain your wealth
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?
If this sounds like you then contact us today
It's time to get Financial Clarity, Stop Worrying and Make a Plan
1. Schedule an Appointment
This is a 30-minute free call where we spend time getting to know you. What are your goals and fears? What does your financial future look like?
2. Create a Customized Plan
Over 10 weeks and three meetings, we'll understand your current financial situation and design a plan with the steps to get you the life you want
3. Get Clarity and Deliver
We don't just leave you to figure it out on your own. We implement your plan so you can enjoy your lifestyle, address your risks and identify opportunities
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.
Sweta Bhargav, CFA, CFP®
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.