Avanti Shetye, MBA, CFA

Fee-Only Financial Planning and Investment Advice for Young Families

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Wealthwyzr Avanti Shetye, MBA, CFA
Ellicott City, MD

Serving Clients Nationwide

Fee-Only Financial Planning and Investment Advice for Young Families

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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 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.

About 2 years ago, I started my YouTube channel to educate people on the basics of personal finance and investing. Many of you came to me with questions. To provide personalized financial advice tailored to your unique circumstances, I became a registered investment advisor in Maryland after passing the CERTIFIED FINANCIAL PLANNER™ exam in 2023.

While YouTube allows me to help more people, my registered investment advisory enables me to help people more.

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.

I can work with you as long as you live in the United States and have internet connectivity.

Professional Designations

  • Chartered Financial Analyst (CFA)
  • Master of Business Administration (MBA)

Primary Location

Ellicott City, Maryland

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

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 our Firm

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
  • Dual Income Family
  • Gen X

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