Aventine Financial Group LLC

💫We are excited to announce that Robert has achieved the prestigious Certified Financial Planner™ designation. We proudly recognize Robert's significant accomplishment, a testament to his hard work and determination. The CFP® designation represents the highest standard of excellence in the field of financial planning.

Congratulations Robert on accomplishing your goal of earning the Certified Financial Planner™ professional designation📃.

Thank you for coming into the office to capture the moment 📷. Your professionalism and expertise is appreciated. Cheers to Year 7 helping clients achieve financial freedom 💵

Thank you InvestmentNews for the Top 2024 Advisor award!🏆

2024 Top Advisor | Aventine Financial Group 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 Ad...

📕Great week with our Aventine Team investment conference. Legendary money mangers David Giroux and Sebastian Page ._rowe_price provide portfolio strategies that we deliver to our clients.

Enjoy yourself a glass of 🥃 and watch the 3x Bantamweight champion 🏆 Aljamain "Funk Master" Sterling headline tonight's Main Event UFC ESPN MMA Al Iaquinta

Aventine ⚾ On Field Dugout Texas Rangers for batting practice. New York Yankees + Philadelphia Phillies have some work to do in the second half to catch the 1st place Rangers MLB

The Aventine Financial Group LLC team had a great day supporting the local town of Doylestown over Memorial Day Weekend 🎇 🇺🇲



Doylestown 5K Race Doylestown Cardinal Discover Doylestown

🙏Thank You Charles Schwab and Doylestown Cardinal for the acknowledgement this month.

Over 5+ years with the mission to provide financial solutions and empower clients to reach their financial goals. This journey has been the ultimate fulfilment and I look forward to the next 5 🖥️

Great to spend time in Arizona with amazing Aventine clients ⚾

HQ brings together the brightest minds in active portfolio strategy. We value the partnership for our clients 💎🙏

Thank you 🙏🙌 and for bringing our story to life 🌟

🗞️ Credit: Danielle Gannon

Meet Frank Fiumecaldo of Aventine Financial, a former NYC resident, who relocated his business and personal life to Doylestown in 2019. He started Aventine just over a year prior, with his best friend Christopher. When Christopher passed away unexpectedly, Frank had to make some hard decisions.

Through the midst of the sudden loss of his best friend and partner, moving to a new state, getting married and the pandemic… Frank was at a crossroads. He wound up signing a lease for a beautiful high rise office in Doylestown in Jan 22’, hired Robert, a CPA in June, and officially began taking clients in-person in his office end of 22’.( last few years were virtual )

What I learned about Frank’s profession, is he is a financial planner. He is independent. A true fiduciary, who educates and coaches on financial planning. He prides himself on the relationships he has built with his clients the last 10+ years. His clients are treated like family, not just another number. Being a CFP comes with a lot of training and education. He is not an advisor— he is a certified financial planner. This is something that takes 3-5 years of education to attain.

The interesting part for me is, he does not make money on where he places your money. He charges a rate per client & that’s how he makes his money. He is not incentivized to move your money into different instruments based on the bank’s paying more money to the advisors that month. This, for me, seems like a logical reason to trust his recommendations.

They started at $0 assets under management in 2018, to serving over 70 households and responsible for assets under management of $75 million in only 5 years.

His goal this year is to continue to grow within Doylestown & Bucks County and serve the community...

ZoeFin has helped transform the wealth management client experience. Zoe’s selected network of independent, fiduciary, commission-free financial planners include only the top 5% in the country. In other words, they reject 95% of all financial advisor applicants. We are proud to be included on Zoe’s exclusive platform and grow our practice alongside Andres Garcia-Amaya, CFA.

An advisor’s ability to be empathetic is what makes the difference between someone who will just manage your money and someone you can actually trust.

This is the story about a time when one of Frank J. Fiumecaldo, CFP®’s clients, needed him to take the extra mile to meet their goals. Read more to find out how he did: https://hubs.li/Q01ssJRM0

Charles Schwab goes above and beyond for independent RIAs. Bringing together the brightest minds and industry leaders. Thank you for your partnership 🙏



Jeffrey Gundlach, Scott Wapner, Bob Iger, Scott Galloway, Darius Rucker 🎶

Darius Rucker Disney

Blessed to spend last night in the Delta Suite with amazing Aventine clients 🙏⚾

Meeting with Portfolio Managers at the NYSE to discuss markets and stay ahead for our clients.

It's been great to spend time with Coastal Carolina University Alumni as we plan to help guide and inspire the next generation of students at the Wall College of Business.

🧐Focus on what matters. Be a Stoic in the face of temptation. Use Time to your advantage. Diversify your investments. - The Algebra of Wealth, Scott Galloway.

🌲We'd like to wish you a very Happy Holidays and all the best Health, Joy, and Happiness for 2022🌟

Financial Planning or Investing in the stock market can be ambiguous, uncertain, and stressful. You could follow a DIY (Do It Yourself) YouTube video to remove your toe or fly an airplane but what happens when you can’t stop the bleeding, or the weather turns dangerous? You should be working alongside an experienced professional to ensure your financial wellness.

The guidance of a CERTIFIED FINANCIAL PLANNER™ can be life changing. Your Financial Planner can help you achieve higher investment returns as well as help you gain confidence when managing your financial future.

Why You Need a Financial Advisor | Aventine Financial Group The guidance of a Certified Financial Planner can be life changing. Your Financial Advisor can help you achieve higher investment returns.

🏃‍♂️Wonderful weekend helping support the local community 🌟

On-Field Aventine Financial Group LLC office for the day Texas Rangers ⚾

As the Baby Boomer generation ages we will begin to witness what is being called the Great Wealth Transfer. The foundation of the ordinary investor is evolving being dominated today by Generation X and Millennials. This wealth transition has started the rise of socially responsible themed investing strategies — also referred to as ESG investing or Impact investing.

What is ESG Themed Investing | Aventine Financial Group The Great Wealth Transfer has started the rise of socially responsible themed investing strategies also referred to as ESG investing or Impact investing.

Aventine Financial Group LLC updated their business hours.