Avanti Shetye

Most of my clients come to me at an inflection point — a retirement date approaching faster than expected, an equity award about to vest with significant tax implications, or the realization that decades of saving have never been brought together into a coherent plan.

I'm Avanti Shetye, CFA, CFP® and the founder of Wealthwyzr LLC, a fee-only, advice-only financial planning firm based in Maryland. I work with high-net-worth retirees, pre-retirees, and high-earning professionals who want comprehensive, coordinated financial planning — not product recommendations.

Before founding Wealthwyzr, I spent over a decade in institutional finance, managing portfolios valued at more than $800 million across U.S. and international markets. I hold an MBA in Finance from Boston University, a Master's in Electrical Engineering from the University of Maryland, the CFA charter, and the CFP® certification. I've also completed the Advanced Valuation executive certificate program at NYU Stern.

That analytical foundation — built across engineering, institutional portfolio management, and financial planning — is what I bring to every client engagement. I don't just build financial plans. I build frameworks that help clients make confident decisions in the face of complexity.

My planning focus includes retirement income design, Roth conversion and tax strategy, equity compensation planning (RSUs, ISOs, NSOs, ESPP), portfolio construction, and integrated financial planning for households navigating significant wealth and complexity.

I've been featured in Business Insider, Forbes, Fortune, Investopedia, and U.S. News & World Report.

Schedule a free introductory call at wealthwyzr.com/calendar.

Most of my clients are smart, accomplished people who have done everything right — and still feel like their financial life has never quite come together. My mission is to change that: to bring institutional-grade discipline and genuine fiduciary advice to the people who need it most, without the conflicts of interest that come with product sales.

After more than a decade managing $800M+ in institutional portfolios, I realized I was helping large corporations grow their wealth — but not the individuals and families who needed that same level of discipline and expertise most. I became a financial planner because I wanted to bring institutional-grade rigor to real people making real decisions: retirement, taxes, equity compensation, wealth transfer. The problems are just as complex. The stakes are often higher. And the impact is far more personal.