Who we are

At Convivia Financial, we exist to put power back in your hands. We offer clear, honest financial advice designed to educate, not upsell — because you deserve guidance that serves you, not Wall Street.

Founder Randy Mielecki spent a decade in the financial industry and worked as a Senior Portfolio Advisor at Merrill Lynch, serving high net worth individuals and private foundations before leaving to bring a fresh approach to financial advice.

We are a full service, fiduciary advisory firm offering guidance in the areas of:

  • Financial Planning

  • Tax Strategy

  • Trust & Estate Strategy

  • Global & Offshore Planning

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Contact us

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