Growth-Minded, Family-Focused Financial Services.
Passionately serving clients who dream big and invest to build wealth, protect their families, and preserve hard-won achievements.
This means we'll always serve your best interests, we offer clear and understandable investment advice, and you'll always have access to us any time of day. Our clients trust us to uphold the independent, objective, and truthful principles we founded Evyavan upon.
We offer open architecture choices from virtually all asset classes. These include various investment options, mutual funds, exchange traded funds, risk management strategies, and more.
We offer a variety of products and services to efficiently and effectively manage your assets. We provide fee-based management services, consulting services, insurance services, and more.
We offer financial services to businesses including retirement plans, profit-sharing and money purchase plans, defined benefit plans, liquidation strategies, corporate stock options, and more.
Founded in 2003 by Tejaswi (Tej) S. Patel, a wealth advisory professional, Evyavan is a well-established boutique investment management services firm serving high net worth individuals and businesses in the greater New York and New Jersey community.
At Evyavan Advisory Services, clients are more like family because of our highly personalized approach. We take the time to get to know you well enough to invest and protect your wealth according to your specific needs and circumstances. By establishing such a close connection, we learn about the hardships, sufferings, and pains that went into the making of each dollar. Your unique life circumstances allow for your story to inspire and motivate us in the careful and successful management of your accounts.
Evyavan is a well-established boutique investment management services firm serving high net worth individuals and businesses in the greater New York and New Jersey community. Our experienced team of professionals is high-touch, and ready to create a personalized financial plan based on your needs and goals. When you partner with Evyavan to plan your financial future, you're putting your dreams in caring and capable hands.
We specialize in a variety of financial planning and wealth management products and services designed for high net worth individuals, families, and businesses. In every instance, we get to know our clients first so we can provide the optimal service to suite your individual needs, which are just as unique as you are. Whether you're trying to figure out how to plan for retirement without sacrificing your quality of life, or you're trying to navigate planning out employee benefits for your business, we're here to help.