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Dhwani T
Series 65
Piscataway, NJ
Aurelius Advisory Group LLC
Dhwani Trivedi is a financial advisor at Aurelius Advisory Group LLC with a Series 65 credential and one year of industry experience. Prior to joining Aurelius Advisory Group, Trivedi worked at Iqvia for eight years and at Verticl Inc. for one year. Aurelius Advisory Group provides fee-only financial planning services to individuals, including high-net-worth clients, focusing on written financial plans covering cash flow, retirement, tax and estate planning, risk management, and investment analysis. The firm offers both ongoing fixed-fee and hourly project-based engagements and emphasizes asset allocation with a combination of passive and active strategies, without exercising investment discretion or accepting custody of client assets.
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