Sweta Bhargav (CEPA, CFA, CFP®)

Sweta Bhargav focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

We are a fee-only financial planning and investment firm specializing in business owners and executives. Our goal is to empower business leaders to build abundant lives on their own terms.

We provide the support, guidance, and expertise they need to grow wealth, reduce stress, prepare for the future, and provide for their families in a rapidly changing economic landscape.

If you’re a business leader searching for a fiduciary partner who understands your life journey, listens to your dreams, and provides expert advice, we would love to hear from you. We can be reached at (610) 840-2622 for questions about financial planning and investment management that brings true financial freedom.

Additional Information

In this economic landscape, it’s not enough to be well educated, hardworking, and focused on saving. In order to build your dream future, you need both an expert advisor and a dynamic financial plan.

Unlike most advisors, I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. This allows me to make more nuanced and informed investment recommendations to clients from all walks of life. My Certified Exit Planning Advisor (CEPA) credential has prepared me to help business owners accelerate their companies’ value, and establish stronger financial plans. And my international finance background provides me with a deep understanding of the financial challenges faced by immigrant and first-generation Americans.

Outside of serving clients, I enjoy being creative with my toddler and spending time outside with my husband. Additionally, I am passionate about the performing arts, especially music, dance and theater.