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Transparent Financial Solutions & Services

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. 

Brokerage Services

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. 

Asset Allocation & Management

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.

Corporate Services

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. 

Meet Tej Patel, CEO & President 

Meet Tej Patel, CEO & President 

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.  

Our Personalized Approach to Your Goals

Our Personalized Approach to Your Goals

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. 

A Caring and Capable Team for Your Journey

A Caring and Capable Team for Your Journey

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. 

Family-First Financial Services

Family-First Financial Services

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. 

Contact Evyavan Advisory Services Today

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