Meet Tej Patel, President & CEO
Privately owned and independent, Evyavan Advisory Services have been serving the unique needs of high-net worth individuals and families of Indian and South Asian Origin for over 25 years. We offer comprehensive and personalized financial solutions that align with your aspirations to help you and your family pursue your financial goals. As your life changes, we'll be here to provide the resources and ongoing management every step of the way.
Planning for the Future of Your Medical Practice and Your Family
At Evyavan, we specialize in helping high-net-worth medical professionals protect what they have worked so hard for. We know that you work hard for your patients and your families. Let us help you unlock opportunities and put your finances to work for you.
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
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
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.
Where Is the Market Headed?
