About Us
- Team Members
Our Advisory Team
Frank J. Fiumecaldo, CFP
Founder & President
Frank’s mission to start Aventine Financial Group LLC was simple, provide financial solutions and investment strategies that empower clients to reach their financial goals. Frank is driven to provide clients with high level financial planning strategies. He focuses on providing custom tailored financial solutions for his clients. As a wealth manager and board CERTIFIED FINANCIAL PLANNER™, Frank strives to simplify until his clients understand their complete personal financial situation. Frank and his wife Kelley live in Doylestown with their two girls Sarah and Claire. In his free time, Frank enjoys hiking, traveling, and all things Major League Baseball.
Robert Barth, CPA, CFP
Financial Planner
Robert helps clients build and protect their wealth through personalized, tax-efficient strategies. As both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, Robert combines technical experience with practical client-focused guidance. Before joining Aventine, Robert served as an Audit Manager at the national accounting firm RSM US LLP, where he gained experience working in financial reporting and regulatory environments. Committed to supporting his local community, Robert serves on the Board of Directors for Developmental Enterprises Corporation (DEC) and Crime Victims’ Center of Chester County (CVC). Outside of work, Robert enjoys an active lifestyle, playing sports and traveling with his wife, Dana, and their Goldendoodle, Nola.
Jeffrey Roberto, MBA, CFP
Senior Wealth Advisor
Jeffrey specializes in helping clients and their families develop comprehensive financial strategies designed to guide them through life's key transitions - including the loss of a spouse, divorce, and retirement. Jeffrey holds an MBA from Dowling College and BA in Economics from SUNY Cortland. He completed the Certificate Program in Financial Planning at Long Island University and holds the CERTIFIED FINANCIAL PLANNER™ designation. With more than 31 years of experience, Jeffrey reinforces our ongoing commitment to delivering personalized, high-touch wealth management services across the Northeast. Jeffrey and his wife Dina have been married for 30 years and have three children - Jeffrey, Kristin, and Melania. Outside of the office, he enjoys spending time with his family at the beach and playing pickleball.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
- Aventine Financial Group
Investment Philosophy
Aventine Financial Group LLC is a registered investment advisor with services focused on financial planning and asset management for families, businesses, athletes, and foundations. As independent advisors committed to a fiduciary standard of care, you can count on us to put your interests above our own.
Diversification
Asset allocation is the primary driver of long-term investment returns and portfolio volatility.
Performance
Our portfolio performance is driven by a disciplined investment approach. Our clients seek the highest after-tax, risk-adjusted investment returns.
Risk Control
The calibration of risk is important in any investment strategy. We will utilize a combination of propriety fundamental and technical indicators to raise cash supporting long-term portfolio returns.
Passion
We provide a comprehensive wealth management approach that includes retirement savings, transition advice, tax and estate planning, insurance, retirement withdrawal strategies, and financial coaching.
Integrity
We strive to provide a high level of integrity and accountability.
- About Us
Why Aventine?
Goals-based, risk managed, value oriented.
Frank J. Fiumecaldo, CFP®, founded Aventine Financial Group LLC, with the mission to provide financial solutions and investment strategies that empower clients to reach their financial goals. The core pillar of Aventine’s service is trust. You can trust that we will work to help you Protect your wealth, Grow your net worth, and Enjoy financial peace of mind.
What our clients say.
Garrett
Raytheon
"I’ve got to know Frank, and his human approach is what I like the most about Aventine’s service. It’s a huge burden off my shoulders being confident that the person managing my money cares about my family and me. (…) I’ve recommended my entire family to work with Aventine."
Jonathan
Chevron
"They don’t make me feel like they approach all of their customers with a cookie-cutter idea. On the contrary, everything Frank and I have designed has been tailored to my needs, desires, and interests. He listens; he has taken the time to get to know me and understand the uniqueness of my situation.”
- Why Aventine?
Explore what makes us unique and the right choice for you.
1. Personal Relationship
We have a personalized approach. When you become part of the Aventine family, you’re getting a dedicated lifelong partner. It’s a relationship based on communication, transparency, and trust. We take the time to get to know each of our clients and engage with their concerns, priorities, and goals. This sets the foundation to delivering the greatest value long-term.
2. Investment Approach
We use a combination of proprietary fundamental and technical indicators to raise cash in times of uncertainty. This investment approach positions clients to capture market upside while limiting losses in difficult markets.
3. Social Responsibility
We believe in charitable organizations and giving back to the community. As a true advocate of social awareness, Aventine Financial Group is proud to donate to several charities. This allows us to reinvest in the community and contribute to a better future.
* Aventine Financial Group LLC has made and plans to continue to donate to the above listed charitable organizations. This is not intended to imply that Cancer Research Institute, American Society for the Prevention of Cruelty to Animals, or St. Jude Children’s Research Hospital endorses Aventine Financial Group LLC or its investment advisory services.
4. Certifications
Seamless teamwork to collaborate with everyone in your financial circle, including your family members, business partners, accountants, and attorneys. We ensure that all team members share information, meet their commitments, and support each other’s efforts. In addition to decades of combined experience, our advisors have earned some of the most trusted credentials in the industry, among them, CFP®, CPA, and MBA.
The testimonials provided are from current clients of Aventine Financial Group LLC. No cash or non-cash compensation was provided in exchange for these testimonials. These individuals were not offered any incentive to offer favorable feedback. No material conflicts of interest are known. While these statements reflect the real experiences of actual clients, they are not a guarantee of future performance or success. Testimonials should not be interpreted as a promise or guarantee of results.