Marcio Silveira, CFP®, CFA Pavlov Financial Planning

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What We Do For You

Pavlov Financial Planning provides fee-only financial planning and investment advisory to individuals and families. We put the client first and do not sell investment or insurance products. Our firm is a Registered Investment Advisor with the Commonwealth of Virginia. We are legally required to put the interests of our clients ahead of our own. This is our fiduciary duty.

Pavlov Financial Planning can work with clients that value straightforward and insightful advice without an investable assets minimum. This sets the firm apart from other high quality fee-only advisory firms. We look at all aspects of our clients finances to enable success, especially during life transitions. This includes cash flows, assets and liabilities, savings for important milestones like college or buying a home and funding a secure retirement. We also look into sensible risk management strategies.

We offer a unique global perspective, in particular when it comes to Emerging Markets. Also, our financial planning approach is grounded on the finest academic thinking of Financial Economics and Behavioral Finance.

About Marcio Silveira, CFP®, CFA

I am passionate about empowering people to live prosperous and secure lives. I am passionate about providing financial planning services that are truly in line with clients’ priorities.

As a CERTIFIED FINANCIAL PLANNER™, I am a believer in the effectiveness of the financial planning process. I am also a believer that this process can best be delivered under a fee-only approach, where the service is the focus. I do not receive any commission or referral compensation for the products I may recommend.

With over 15 years of experience in finance, I have also earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.

I have started businesses, experienced life transitions, and am raising my own family in a new country. If you are experiencing a life transition or just need to put your financial house in order, I can help.

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Ideal Clients

  • Business Owner
  • Generation Y
  • Government Employees
  • International / Immigrant Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Monthly: $200/mo
  • Hourly: $250/hr

SEC Records

States Registered

  • Virginia

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