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

Blond Doctor
AEnB2UrKqBjhz_h0qsWWs941UdHWunPCmh454fFS
Smiling Businessman
Handsome%252520Smiling%252520Man_edited_
Happy Woman

Fiduciary

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

you have

Fee-only

 

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.

Our Services

Financial Wellness 
Create & maintain a cash flow positive budget
Insurance & Risk Management
Finding the best options to meet your needs
Tax Planning
Don't pay more tax than you have to
Education Planning
Empty your nest, not your bank account
Retirement Planning
Do you know how much you need to retire, or be financially independent? We do!
Estate Planning
Protect your family and assets now and into the future
Debt Management
Paying off debt quicker to relieve stress & free up savings
Investment Management
Analyze and maintain your wealth

About You

  • 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. 

TM

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.

XYPN Member Badge.webp
NAPFA.jpg
cfa-logo.png
fee only.jpg
cfp-logo-plaque-black-outline.jpg
Signed Fiduciary Oath.png

Latest Blog Posts

Get Started Now!

info@advisowealth.com

Tel: 610-840-2622
  • LinkedIn
  • Facebook
  • Twitter
Contact Adviso Wealth for an initial consultation 

Thanks for submitting!