Sweta Bhargav, CFA, CFP®, CEPA
Flat-fee advisory services for executives, business owners, and retirees.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Flat-fee advisory services for executives, business owners, and retirees.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Sweta Bhargav, CFA, CFP®, CEPA
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 overseeing $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 Princeton, NJ office and across the country via Zoom.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
- Fee Only Network
- Garrett Planning Network
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Princeton, NJ, 08540
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. Our initial call is designed to understand your goals, concerns, and financial situation. This allows us to determine if we are the right fit to help and which of our services would best support your needs. I'm looking forward to speaking with you soon.Offers Investment Management
Yes
About Adviso Wealth
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.
Education
University of Warwick, BSc (Hons) Economics
Hobbies and Interests
- Dancing
- Family
- Music
- Painting
- Theater
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Investors
- Women Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email [email protected] with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to [email protected] using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at [email protected] or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
