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Financial Freedom

Achieve financial independence with professional guidance.

Investment Growth

Maximize your wealth with a strategic investment approach.

Wealth Protection

Diversify your portfolio with tactical asset allocation.

  • Goals-based, risk managed, value oriented.

Why Choose Aventine?

We help you achieve financial peace of mind through personalized strategies and independent advice. Our team is committed to understanding your specific needs.

Clear Vision

We will work to maximize your returns and improve your financial situation.

Fiduciary

We are committed to a fiduciary standard of care; you can count on us to put your interests above our own.

Personalization

We take the time to get to know each of our clients and engage with their concerns, priorities, and goals.

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Our Services

We have a holistic approach to improve your financial situation. Hiring a personal financial coach and CERTIFIED FINANCIAL PLANNER™ will help you achieve your financial goals. We are committed to full transparency with no hidden agenda.

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Premium Financial Planning

Aventine Premium Financial Planning provides individuals and families with the opportunity to access our customized planning services without the required minimum investment.

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Platinum Investment Advisory

Aventine Platinum Investment Advisory offers personalized investment strategies to help our clients grow their investment portfolio or preserve their assets during retirement.

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Private Wealth Management

Aventine Private Wealth Management serves as a single point of contact for all your financial needs. It’s a comprehensive approach that ensures you receive complete financial guidance.

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  • The Approach

Our 4 Step Process

This is how we provide you with the financial solution you and your family deserve.

1
Meet

Understand your current situation and goals.

2
Strategize

Create a plan to achieve your dreams.

3
Execute

Put the plan into action and track performance.

4
Report

Constant contact to see evolution and continue improving.

  • Advisory Team

“Your best interests are our best interests.”

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Frank J. Fiumecaldo, CFP
Founder & President
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Robert Barth, CPA, CFP
Financial Planner
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Jeffrey Roberto, MBA, CFP
Senior Wealth Advisor
Meet Our Team
  • The Latest

Articles & Insights

17
Jun
Aventine Financial Group Top Advisor Award
22
Feb
| High - Earner Layoffs |
19
Apr
| Financial Advisor for Retirement |
15
Mar
| Second Home Taxes |
10
Feb
wealth
27
Jan
financial resolutions
11
Jan
06
Jan
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Net Worth

Let’s Walk This Journey. Together.

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Protect your wealth, Grow your net worth, and Enjoy financial peace of mind.

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The Financial Planning Association or FPA is a 501(c)(6) non-profit voluntary membership organization. The FPA is the principal professional membership home for CFP® practioners, those on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional, academic leaders, financial planners, students and those who support the financial planning process. The use of term “Financial Planning Association” or “FPA” on this website does not imply any level of skill or training, and should not be construed as an endorsement of Aventine Financial Group LLC or any of its investment adviser representatives.

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

The CPA designation distinguishes licensed accounting professionals committed to protecting the public interest. These professionals offer financial statement audits and other attestation services to help inform investors about the financial health of organizations. They provide individuals and families with valuable knowledge and advice on taxes and financial planning. To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements. They must also commit to lifelong learning and adhere to a strict Code of Professional Conduct that requires competence, objectivity, integrity and independence.

Members of NAPFA who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical financial advisors. NAPFA-Registered Financial Advisors are fiduciaries at all times for their clients. They take a holistic approach to planning that takes into account all of the client’s financial considerations. NAPFA-Registered Financial Advisors are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. NAPFA members must meet standards to be considered for admission, and must continue to abide by such standards in order to maintain eligibility and good standing in NAPFA.