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
Contact us
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