Avanti Shetye, MBA, CFA

Fee-Only Financial Planning for Young Families and Retirees

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Wealthwyzr Avanti Shetye, MBA, CFA
Ellicott City, MD

Serving Clients Nationwide

Fee-Only Financial Planning for Young Families and Retirees

Areas of Focus

  • Education Funding
  • Education Needs and Funding Analysis
  • Employee Benefits
  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • High Net Worth
  • Insurance
  • Investing
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Taxes
  • Women & Wealth

About Avanti Shetye, MBA, CFA

Hi, I'm Avanti Shetye, I'm a flat-fee and fee-only financial planner living in the DMV (Washington D.C., Maryland, & Viriginia) area. As the founder of Wealthwyzr, I serve young families and retirees all across the United States.

Before launching Wealthwyzr, I spent ten years in the financial industry managing institutional portfolios valued at over $800 million. I conducted financial and economic research across both US and international markets.

I have an MBA in finance from Boston University, and a master’s degree in Electrical Engineering from the University of Maryland. I also have a CFA (Chartered Financial Analyst) charter and completed the advanced valuation executive certificate program at NYU Stern School of Business. I live in Maryland with my husband and daughter.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)
  • Master of Business Administration (MBA)

Affiliations

  • CFA Institute
  • CFP Board
  • Measure Twice Planners
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Ellicott City, Maryland

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute discovery call. This is your chance to speak with me about what you want to achieve through financial planning, and understand how I can help you achieve your goals. Think of this call as a screening interview. I look forward to speaking with you.

Offers Investment Management

Yes

About Wealthwyzr

I am a fee-only financial planner and registered investment advisor in Maryland who helps young families simplify their finances, build wealth and make good financial decisions that will help build generational wealth.

Here are some components of financial planning we will cover together:

✔️ Investment Analysis: Develop an asset allocation strategy to meet your financial goals and risk tolerance, and provide information on investment vehicles and strategies.

✔️ Employee Benefits: Review and analyze whether you are taking the maximum advantage of your employee benefits such as HSA plans, 401(k) contributions, insurance, etc.

✔️ Risk Management: Analyze your exposure to major risks that could have a significant adverse impact on your financial picture, such as premature death, disability, and property and casualty losses.

✔️ Tax Planning: Minimize current and future income taxes as a part of your overall financial planning picture.

✔️ Retirement Planning: Project the likelihood of retiring at your desired age and recommend changes to allow you to retire when you want.

✔️ College Planning: Project the amount needed to achieve college or other post-secondary education funding goals, and advice on how to save the desired amount.

Education

Questrom School of Business, Boston University MBA, Finance | University of Maryland - A. James Clark School of Engineering, Master of Science (MS), Electrical Engineering | University of Mumbai, Bachelor of Engineering, Electronics Engineering

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Young Families

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