Your Trusted Financial Partner
At Adviso Wealth, we believe financial planning is more than just managing money—it's about building a life of purpose, security, and confidence. Our mission is to help high-income professionals, retirees, and business owners navigate their financial journey with personalized, practical, and trustworthy advice that aligns with their unique aspirations.

Our Story
Meet Sweta Bhargav, the founder of Adviso Wealth. Born in India, raised in London, and now settled in New Jersey, Sweta’s journey mirrors the experiences of many of her clients—balancing professional ambitions with personal responsibilities in a dynamic world.
As an immigrant, she understands the unique financial challenges faced by those building their future in a new place. Her experience has shaped Adviso Wealth into a firm that not only provides expert financial planning but also offers a deep sense of understanding and empathy.
Throughout her career in financial services, Sweta has often been one of the few women in the room—and frequently the only person of color. Determined to break barriers and provide a fresh perspective, she pursued the highest credentials in the industry, earning both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP) designations. Fewer than 3% of advisors hold both credentials, giving her clients confidence that they are working with a highly skilled professional who understands both the technical and personal sides of financial planning.
As a mother and business owner, Sweta recognizes the importance of planning for the future—not just financially, but holistically. She believes that aligning investments with personal values helps clients stay committed to their long-term goals and avoid emotional decision-making during market fluctuations.
At Adviso Wealth, relationships matter. Sweta’s goal is to create a space where clients feel comfortable being their authentic selves—embracing their strengths, goals, and concerns without judgment.

Our Story

Meet Sweta Bhargav, the founder of Adviso Wealth. Born in India, raised in London, and now settled in New Jersey, Sweta’s journey mirrors the experiences of many of her clients—balancing professional ambitions with personal responsibilities in a dynamic world.
As an immigrant, she understands the unique financial challenges faced by those building their future in a new place. Her experience has shaped Adviso Wealth into a firm that not only provides expert financial planning but also offers a deep sense of understanding and empathy.
Throughout her career in financial services, Sweta has often been one of the few women in the room—and frequently the only person of color. Determined to break barriers and provide a fresh perspective, she pursued the highest credentials in the industry, earning both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP) designations. Fewer than 3% of advisors hold both credentials, giving her clients confidence that they are working with a highly skilled professional who understands both the technical and personal sides of financial planning.
As a mother and business owner, Sweta recognizes the importance of planning for the future—not just financially, but holistically. She believes that aligning investments with personal values helps clients stay committed to their long-term goals and avoid emotional decision-making during market fluctuations.
At Adviso Wealth, relationships matter. Sweta’s goal is to create a space where clients feel comfortable being their authentic selves—embracing their strengths, goals, and concerns without judgment.
Our Approach: Fiduciary, Transparent, and Client-Focused
We know financial planning is not one-size-fits-all.
That’s why we tailor our approach to reflect your unique story, values, and goals. Adviso Wealth is proud to be a fiduciary, fee-only firm—meaning we always act in your best interest with complete transparency. Our pricing model ensures you receive unbiased, expert advice without hidden fees or commissions.
Whether you’re an entrepreneur growing your business, a professional planning for retirement, or someone seeking financial clarity, we provide the guidance and support you need to make informed decisions with confidence.
Why Choose Adviso Wealth?
A Personalized Experience
Expertise You Can Trust
Empathy and Understanding

Let's Build Your Financial Future Together
Frequently Asked Questions
Have questions about Adviso Wealth's services or background? We’re here to help. Here are some of the most common questions we receive from our clients.
What is your pricing structure?
We offer a transparent, fee-only pricing model. For our Wealth Management Services, designed for delegators who prefer ongoing comprehensive financial planning and investment management, our flat annual fee starts at $5,000, based on the complexity of your needs.
For our Hourly Financial Planning Services, comprehensive financial plans range from $2,750 to $8,250, depending on complexity. For ongoing support, we charge $275 per hour, ensuring you only pay for the advice you need.
Still have questions? Contact us today to learn more about how Adviso Wealth can help you achieve financial clarity and confidence.
What types of clients do you work with?
We work with high-income professionals, retirees, and business owners who are looking for personalized financial planning and investment guidance. Whether you’re navigating a career transition, planning for retirement, or seeking to optimize your investments, we can help.
How do I get started with Adviso Wealth?
Getting started is easy! Simply book a virtual appointment with us via our website. We welcome emails, or you can fill out our contact form. We’ll schedule a time to understand your needs and develop a customized financial plan tailored to your goals.
Can I engage with Adviso Wealth for a quick couple of questions?
We believe in providing thorough, well-informed financial advice. To ensure we understand your full financial picture, all new clients begin with a comprehensive financial plan. After that, we offer ongoing hourly services to address specific questions, reviews, and updates.
What is a CFA Charterholder?
The Chartered Financial Analyst (CFA) designation is considered the gold standard in investment management. It signifies deep expertise in portfolio management, investment analysis, and financial decision-making—giving you confidence that your investments are in capable hands.
What is a CERTIFIED FINANCIAL PLANNER™ professional?
A CFP® professional has completed rigorous education, passed comprehensive exams, and adheres to strict ethical standards. Sweta Bhargav, our founder, holds this prestigious designation, ensuring that your financial plan is built with the highest level of professionalism and integrity.
Do I need to live in New Jersey to work with you?
No! While Adviso Wealth is based in Princeton, NJ, we work with clients virtually across the U.S. We are registered in NJ, NY, and PA, allowing us to provide expert financial planning services wherever you are.
Are you a fiduciary?
Yes! Adviso Wealth is proud to be a fiduciary firm, which means we are legally and ethically obligated to act in your best interest at all times. Our fee-only structure ensures our compensation comes solely from our clients, eliminating conflicts of interest.
Why should I choose Adviso Wealth?
At Adviso Wealth, we put your interests first. We take a holistic approach to your financial well-being, covering everything from investments to tax planning and risk management. As a fiduciary firm, we are free from sales commissions and hidden fees, offering you honest, transparent guidance tailored to your goals.