Adviso Wealth

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.

Business Owners

Executives

What we do for you?

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Organization

We will help bring order to your financial life.

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Accountability

We will help you follow through on financial commitments.

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Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

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Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them.

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Education

We will explore what specific knowledge will be needed to succeed in your situation.

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Partnership

We work with you to help you achieve the best life possible

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Why Us?

Fiduciary

We'll always have your best interest. You are our priority.

CFP Professional & CFA Charterholder

Less than 3% of Financial Advisors have both credentials

No commissions

We don't receive kickbacks

Fee-only​

Our pricing structure is transparent and there are no hidden fees.

About Us

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?

Our Services

01.

Financial Wellness

Create & maintain a cash flow positive budget.

02.

Tax Planning

Don't pay more tax than you have to.

03.

Retirement Planning

Do you know how much you need to retire, or be financially independent? We do!

04.

Debt Management

Paying off debt quicker to relieve stress & free up savings.

05.

Insurance & Risk Management

Finding the best options to meet your needs.

06.

Education Planning

Empty your nest, not your bank account.

07.

Estate Planning

Protect your family and assets now and into the future.

08.

Investment Management

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.

It's time to get Financial Clarity, Stop Worrying and Make a Plan

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Schedule an Appointment

This is a 30-minute call where we spend time getting to know you. What are your goals and fears? What does your financial future look like?

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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.

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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.

Issues to Consider

1. What Issues Should I Consider During a Recession?

2. What Issues Should I Consider Regarding My Restricted Stock Units?

3. What Issues Should I Consider When Starting a Business?

Contact Us

Get in touch


    Contact Info

    Telephone

    Tel: 610-840-2622

    Mail Us

    E:info@advisowealth.com