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  • February 22, 2024

2024 Top Advisor

Best In Wealth – Winner InvestmentNews has revealed its Top Advisors who are elevating their firms to new heights. This year’s winners are boosting AUM levels, attracting more clients, and emerged as dynamic performers. Frank J. Fiumecaldo has earned recognition in the 2024 InvestmentNews Top Advisors. America’s best advisors provide clients with trusted advice, innovative investment options and […]

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  • June 24, 2019

RIA and CFP Designation? What are They and What do They Mean!

With the rise in “robo” financial services coupled with the large number of individuals claiming to be “financial advisors,” searching for the perfect financial advisor can quickly become overwhelming. How do I know who I can trust? Who will listen to my concerns and help me design a solid plan for my future? While it […]

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  • April 13, 2019

Happy Anniversary, Aventine Financial Group LLC!

On April 13th, 2018, Aventine was launched and we haven’t looked back since. We have reached some considerable milestones within the firm and have engaged in Fiduciary relationships with over 50 family households across 10 different states! We are proud of the strides we have made and the impact we have had on our clients’ […]

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Aventine Financial Group LLC (“The Company”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Company, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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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 The Company or any of its investment adviser representatives.

The CERTIFIED FINANCIAL PLANNER™, 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. 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.