As a business owner or executive, we know how busy you are.
We’re here to work with you to unearth and clarify what you want in life.
We Are
Coordinating all aspects of your financial lives and collaborating with your tax and legal professionals so your personal financial planning, business planning and life planning is seamless.
As fiduciary advisors, we always act in your best interests. We do not accept any commissions or kickbacks for any recommendations.
We hold the CFA, CFP® and CEPA® designations. Less than 3% of advisors hold both.
Sweta Bhargav, CFA, CFP®, CEPA®
Principal Financial Advisor
I’m a fiduciary advisor who brings passion, purpose, and cross-cultural competency to financial planning and investment management. I empower business owners and executives to build abundant lives on their own terms.
In this economic landscape, it’s not enough to be well educated, hardworking, and focused on saving. In order to build your dream future, you need both an expert advisor and a dynamic financial plan.
That’s why I started Adviso Wealth. We are a fee-only financial planning and investment firm specializing in business owners and executives. As founder and fiduciary financial advisor, I help my clients carve a clear path towards financial independence.
Unlike most advisors, I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. This allows me to make more nuanced and informed investment recommendations to clients from all walks of life. My Certified Exit Planning Advisor (CEPA) credential has prepared me to help business owners accelerate their companies’ value, and establish stronger financial plans. And my international finance background provides me with a deep understanding of the financial challenges faced by immigrant and first-generation Americans.
Prior to founding Adviso Wealth, I was head of the investment committee team, where I researched, selected, analyzed, and customized strategy recommendations for $5B in assets under management. My efforts enabled Merrill Lynch financial advisors to deliver tangible results for their clients’ unique goals, challenges, and needs. Today, I apply this same expertise to helping my clients RISE – reach financial independence, invest smarter, save on taxes, and elevate their lives.
As someone who was raised outside of the United States and moved here in 2016, I have developed a strong sense of cultural and emotional sensitivity. I understand the importance of respecting and valuing diverse perspectives and experiences, and strive to approach every situation with my clients with an open mind and heart.
In my spare time, I find great joy in spending quality time with my husband and toddler. When I’m not with them, you might find me indulging in one of my other passions: the performing arts. Whether it’s attending a play, dance performance, or musical concert, I am always moved by the creative expression and storytelling that the arts offer.
If you’re a business owner or executive who wants to learn more about building wealth, protecting your hard-earned assets, and achieving financial freedom, I would love to hear from you. Together, we can build a richer, more fulfilling life for you and your family.