At Evyavan, we understand the unique needs and opportunities that medical professionals face. We work with practicing physicians and high-net-worth professionals in the medical field to help them unlock opportunities to grow their wealth, put their finances to work in their communities, and safeguard the financial future of their families.
As a healthcare provider or professional in the medical field, you face unique financial challenges and opportunities. We get to know the challenges you face at work and understand how you want to protect what you've earned. Through learning your life story and how you've strived for success in the hardest of times, how you've worked hard for yourself and your family, and through all the dedication, we can help unlock the potential of your wealth for the benefit of your practice and your family.
You’ve worked hard to get where you are today. Make the most of it. We specialize in helping medical professionals and practicing physicians like you unlock your wealth’s potential through a personalized approach, custom-tailored portfolios, and an objective investment policy.
We begin with a discovery process that will help identify, articulate, and prioritize your goals.
In partnership with you, we create a comprehensive and personalized strategy designed to help you reach your goals.
Once you choose the investment options that align with your goals, we create a personalized financial roadmap and implement the strategy.
Together, we will monitor your plan to ensure that the strategy is effective and relevant in helping you pursue your lifetime goals.
Like you, we understand the importance and potential benefits of using the latest technology. Here at Evyavan, we harness the capabilities of industry-leading technology and powerful platforms to deliver a simplified but solid experience for our high-net-worth medical professional clients.
We provide experts financial services such as brokerage services, asset allocation and management, and corporate services for high net worth individuals, families, and businesses.
We are an independent boutique investment management services firm. We combine our high-touch, personalized approach and our years of experience to help you work hard to achieve your goals.
We want to hear from you! Whatever your circumstances or life stage, our financial professionals are here and ready to get to know you and your wealth and investment management needs. Contact us today!