Sweta Bhargav, CFP®, CFA Adviso Wealth

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About Sweta Bhargav, CFP®, CFA, CEPA

I’m a fiduciary advisor who brings passion, purpose, and cross-cultural competency to financial planning and investment management. Using my proprietary RISE method, I empower business leaders to build abundant lives on their own terms.

My clients are entrepreneurs and executives ready to achieve true financial independence. I provide the support, guidance, and expertise they need to grow wealth, reduce stress, prepare for the future, and provide for their families in a rapidly changing economic landscape.

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.

As the founder of Adviso Wealth, I understand the hard work and sacrifice required to build a business from the ground up. That’s why I’m the ideal partner to help business owners and executives RISE – reach financial independence, invest smarter, save on taxes, and elevate their lives. My clients can rest easy knowing they have a dynamic financial plan and proactive fiduciary partner on their side.

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, please contact me at 610-840-2622 or schedule a call directly here: https://calendly.com/advisowealth/30min.

Together, we can build a richer, more fulfilling life for you and your family.

Read Sweta’s blog here: https://www.advisowealth.com/blog

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Ideal Clients

  • Business Executives
  • Business Owners
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1500+/qtr
  • Flat Fee: $4200+/engagement
  • Hourly Fee: $295+/hr

SEC Records

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