Flat-Fee Financial Planning for Business Owners—From a CFA®, CFP®, and CEPA® Who Understands the Journey
My Background
I began my career in institutional investment management in the United Kingdom, where I learned the discipline and structure behind research-based portfolio construction. That foundation shaped the way I think about risk, return, and evidence-based investing.
After relocating to the United States, I moved into private wealth roles working with families at the intersection of investments, taxes, and long-term planning. I later joined Merrill Lynch, where I served on an investment committee responsible for managing $5 billion in client assets. That experience reinforced a belief I still hold today: strong financial decisions come from thoughtful analysis and a clear understanding of each client’s goals and constraints.
Along the way, I earned the CFA® charter (CFA Institute), the CERTIFIED FINANCIAL PLANNER™ certification (CFP Board), and became a Certified Exit Planning Advisor (CEPA®) (Exit Planning Institute). These credentials reflect my commitment to rigorous investment management, comprehensive planning, and specialized guidance for business owners preparing for transition.
I founded Adviso Wealth in 2020 to bring that level of care, clarity, and independence to people who want financial advice designed around their lives—not their account size. Today, I live in New Jersey with my husband and two young children, and I remain passionate about the performing arts, cultural connection, and meeting people from all walks of life. We serve clients locally from our office in Princeton, NJ, and across the country via Zoom.
My career began in institutional investment management in the United Kingdom, where I learned the discipline and structure behind research-based portfolio construction. I later moved into private wealth roles in the United States, working with families on the intersection of investments, taxes, and long-term planning. I then joined Merrill Lynch where I was part of an investment committee responsible for managing five billion dollars in assets. This work strengthened my belief that strong financial decisions come from thoughtful analysis and a clear understanding of each client’s objectives.
I founded Adviso Wealth in 2020 to bring that level of care and clarity to people who want independent advice designed around their lives, not their account size.
Our Purpose
We serve individuals and families who value clarity and seek advice aligned with their interests.
Clients with modest assets receive the same attention as clients with substantial wealth.
Clients with significant complexity can be assured that the advice is focused on their long-term success, not on gathering their assets.
Many of our clients are business owners, professionals, real estate investors and first-generation families who want a partner to help them evaluate choices, understand tradeoffs and make informed decisions.
A Firm Built Around Real Financial Planning
Adviso Wealth was created to give people access to high-quality financial planning and investment guidance without tying it to an asset minimum or an asset management requirement.
Whether someone is just beginning their financial journey or managing significant complexity, the focus is always on helping them make thoughtful decisions with confidence.
I started this firm because I believe everyone deserves a place to ask important financial questions and receive clear, objective answers.
Some clients come to us early in their careers and want to establish a strong foundation.
Others have accumulated meaningful assets with many moving parts but prefer to retain control of their portfolio while receiving guidance they can trust.
For a small group of clients who prefer full delegation, we offer investment management on a flat-fee basis.
Regardless of where you begin, the advice is centered on your goals and your life.
How We Work With Clients
We offer advice on an hourly or project basis for clients who want guidance without an ongoing commitment.
We also provide comprehensive planning and investment oversight for clients who prefer more hands-on involvement from our team.
Our planning process is designed to help you understand your options, evaluate each decision and choose the path that best supports your goals.
Clients can meet with us locally at our Princeton, New Jersey, office or virtually via Zoom anywhere in the country.
Who We Serve
We work with
- Individuals and couples beginning to build wealth.
- Retirees and near retirees seeking clarity on investments, taxes and income planning.
- High-income professionals and business owners with multiple priorities and moving parts.
- First-generation and immigrant families who value objective guidance and a trusted relationship.
Every client receives thoughtful analysis and a clear explanation of the recommendations made.
A Bit More About Me
I live in New Jersey with my husband and our two young children. I am passionate about the performing arts and enjoy meeting new people and learning about different cultures.
These personal experiences remind me that financial planning is never just about numbers.
It is about improving the quality of life for each family we serve and helping them move forward with confidence.
Ready To Begin
If you want financial advice that is clear, practical and centered on your goals, we invite you to schedule an introductory call.
We look forward to meeting you and learning more about what you want to accomplish.