Trusted Since 2000
For over 25 years, we've been transforming financial complexity into confident decisions through personalized guidance, unwavering integrity, and a genuine commitment to your success.
Our Story
Founded in 2000 by financial visionary Rajesh Amrut, Amrut Advisory began with a simple yet powerful mission: to demystify financial planning and make sophisticated wealth management accessible to everyone who seeks it.
What started as a small practice serving local professionals has grown into a comprehensive financial advisory firm managing over $2.5 billion in assets. Yet, despite our growth, we've never lost sight of what matters most—the personal relationships and trust that form the foundation of every client partnership.
Today, we're proud to serve thousands of clients across the nation, from young professionals building their first investment portfolios to business owners planning complex succession strategies. Our success is measured not in assets alone, but in the financial confidence and peace of mind we bring to every client relationship.
SEC Registered
FINRA Member
Fiduciary Standard
Milestones that shaped our commitment to financial excellence
Rajesh Amrut establishes the firm with a vision to provide personalized financial guidance to professionals and families.
Reached our first major milestone, serving over 200 client families with comprehensive financial planning services.
Opened regional offices and expanded our team of certified financial planners to serve clients nationwide.
Recognized as "Top Financial Advisory Firm" by Financial Planning Magazine for exceptional client service and innovative strategies.
Crossed the billion-dollar threshold while maintaining our commitment to personalized service and client-first philosophy.
Managing $2.5B+ in assets, serving thousands of clients, and maintaining a 98% client retention rate through unwavering commitment to excellence.
The principles that guide every decision and client interaction
We operate with unwavering honesty and transparency, always putting your interests ahead of our own. Our fiduciary commitment means you can trust every recommendation we make.
Your financial success is our only measure of success. We build lasting partnerships based on understanding your unique goals, values, and life circumstances.
We invest heavily in ongoing education and professional development to ensure our team stays at the forefront of financial planning strategies and market insights.
We believe financial planning should be accessible to everyone. We explain complex concepts in clear, straightforward language without industry jargon.
While grounded in time-tested principles, we embrace innovative strategies and technologies that enhance our ability to serve you effectively.
We're not here for quick transactions—we're building relationships that span decades, supporting you through every life stage and financial milestone.
Experienced professionals dedicated to your financial success
Founder & CEO
CFP®, CFA, MBA
With over 30 years of experience, Rajesh founded Amrut Advisory on the principle that sophisticated financial planning should be accessible to everyone. His vision continues to guide our client-first approach.
Chief Investment Officer
CFA, CFP®, MS Finance
Sarah leads our investment strategy team with 20+ years of portfolio management experience. Her expertise in risk-adjusted returns has consistently delivered exceptional results for our clients.
Director of Financial Planning
CFP®, ChFC, CLU
Michael specializes in comprehensive financial planning for high-net-worth individuals and business owners. His holistic approach integrates tax, estate, and retirement planning seamlessly.
Senior Wealth Advisor
CFP®, CIMA®, MBA
Emily brings 15 years of experience helping families navigate complex financial transitions. Her empathetic approach and strategic thinking make her a trusted advisor to our clients.
Retirement Planning Specialist
CFP®, RICP®, ChFC
David's expertise in retirement income planning has helped hundreds of clients transition confidently into retirement. His detailed analysis ensures sustainable income throughout retirement years.
Tax Strategy Advisor
CPA, CFP®, MS Taxation
Jennifer's dual expertise in accounting and financial planning enables sophisticated tax optimization strategies. Her proactive approach has saved clients millions in unnecessary tax liabilities.
Industry acknowledgment of our commitment to excellence
Financial Planning Magazine
2023, 2024, 2025
Investment News
2024
Barron's
2022, 2023, 2024
Financial Advisor Magazine
2025
Forbes
Financial Planning Insights
Wall Street Journal
Retirement Strategies
CNBC
Market Commentary
Bloomberg
Investment Analysis
A proven framework for achieving your financial goals
We begin by deeply understanding your financial situation, goals, values, and concerns through comprehensive discovery conversations.
Our team conducts thorough analysis of your current position and develops customized strategies aligned with your objectives.
We present your personalized financial plan in clear, understandable terms, ensuring you're confident in every recommendation.
We guide you through implementing your financial plan, handling all the details and coordination with other professionals.
We continuously monitor your portfolio and financial plan, making adjustments as markets change and your life evolves.
Scheduled reviews ensure your plan stays aligned with your goals, with proactive adjustments for life changes and opportunities.
Regulatory excellence and professional credentials you can trust
Investment Advisor
Regulatory Compliance
Certified Financial Planners
Client-First Commitment
Our team completes over 500 hours of continuing education annually, ensuring we stay at the forefront of financial planning strategies, regulatory changes, and market insights.
Join thousands of clients who trust us with their financial futures. Schedule a complimentary consultation to discover how our client-first approach can help you achieve your goals.
No obligation • Free consultation • Personalized advice
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