Sweta Bhargav, CFA, CFP®, CEPA
Helping Business Owners Exit With Clarity & Confidence. Flat-Fee Wealth Planning
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Serving Clients Nationwide
Helping Business Owners Exit With Clarity & Confidence. Flat-Fee Wealth Planning
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Sweta Bhargav, CFA, CFP®, CEPA
Hi, I’m Sweta Bhargav, CFA®, CFP®—an independent financial planner and business owner who’s helped clients navigate growth, transitions, and exits.Unlike traditional advisors who sell products or only manage portfolios, I help business owners connect the dots between their business, family, and financial goals. No sales pitches. No AUM fees. Just clear, strategic thinking that’s built for complexity.
As an immigrant and entrepreneur, I’ve seen firsthand how hard you work—and how easily your wealth can be siloed or scattered without the right plan.
That’s what Adviso Wealth solves.
My Story
I’m a first-generation immigrant, a mother, and a business owner. I understand the pressure of providing for your family, building something meaningful, and figuring it out as you go.
That’s why my work isn’t about products or commissions—it’s about helping business owners like you simplify complexity and make clear, confident financial decisions.
As a CFA®, CFP®, and CEPA®, I combine deep technical knowledge with a flat-fee process But more importantly, I bring real-world understanding. The numbers matter—but so do your goals, your family, and your peace of mind.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
- XY Planning Network
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
You’ve built your business. You juggle income, operations, employees, family, taxes, and everything else that comes with ownership. But when it comes to integrating your personal finances, business value, and long-term goals—it feels messy. Disconnected. Unclear.Most of your net worth is locked inside your business. You’re focused on income today, not long-term enterprise value. And the gap between where you are and where you want to be? It nags at you.
That’s where we help.
At Adviso Wealth, I lead a boutique, fee-only advisory practice focused on helping business owners bridge the gap between business value and personal wealth. As a CFA, CFP®, and CEPA, I combine investment expertise, tax-aware planning, and exit strategy insights to create actionable, high-impact financial roadmaps.
I work closely with owners preparing for business transitions, integrating the three pillars of wealth—personal, business, and financial—so clients can confidently plan for life after business. Through structured programs like the Business Owner Wealth Deep Dive™ and flat-fee retainers, I help clients uncover hidden wealth leaks, optimize their legacy, and maximize optionality—without the conflicts of traditional AUM models.
My approach blends strategic rigor with empathy and practical clarity, empowering clients to make informed decisions while maintaining control of their time and their business.
Education
University of Warwick, BSc (Hons) Economics
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- Gen X
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