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Wealthwyzr, LLC

Wealthwyzr, LLC is an independent fee-only, advice-only, comprehensive financial planning advisory located in Maryland. We help families, retirees and pre-retirees make informed financial decisions to achieve their life goals with confidence. We provide proactive guidance on cash flow management, tax reduction strategies, and prudent investing.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Avanti Shetye, CFA, CFP®, MBA, MS
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2095 Mount Hebron Drive Ellicott City, MD 21042 Phone: (240) 515-8469

Primary Office

2095 Mount Hebron Drive Ellicott City, MD 21042 Phone: (240) 515-8469
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