Tejaswi S. Patel ("Tej")
President & CEO
- Email tejaswi.s.patel@evyavan.com
- Phone 732-259-1694 (voice only)
An engineer by education. An independent wealth advisor for more than 30 years.
Tejaswi S. Patel (“Tej”) holds a MS in Engineering Management Studies from Drexel University, a BS in Instrumental & Control with distinction from DDIT, and the Certified Wealth Strategist designation. He has also completed the Business Leaders’ Forum programs at Wharton School of Business and Duke University.
Throughout his career, Tej has guided High-net-worth and Ultra-high-net-worth Families, Physicians, Executives, Entrepreneurs, and Business Owners through changing market environments, including technology-market declines, the global financial crisis, the COVID-19 disruption, inflationary periods, geopolitical uncertainty, and shifting interest-rate conditions. These experiences have shaped his ability to remain thoughtful during uncertainty, disciplined during volatility, and aiming to grow family wealth while preserving purchasing power. His approach combines fundamental investment analysis with behavioral-finance principles to help families make informed, long-term decisions through changing market conditions.
Equally important, Tej believes meaningful advice begins with listening and learning about them. He takes time to understand each family’s individual journey, goals & transitions, priorities, concerns, values, and aspirations before developing a strategy. Combining professional perspective with empathy and careful attention, he helps create customized wealth-management guidance & solutions designed around each family’s circumstances and the legacy it hopes to build.
Evyavan T. Patel
Wealth Advisor
- Email evyavan.t.patel@evyavan.com
- Phone 732-428-9352 (voice only)
A Princeton-trained economist. A second-generation partner with Wall Street experience.
A Princeton University graduate in BA Economics & Finance, Evyavan represents the second generation of a family company he’s seen built from the ground up. He understands, from the inside, the world of successful immigrant families – their South Asian and broader Asian heritage deeply held values, sacrifices, and often-unspoken expectations that shape both their success and the generations that follow.
His Wall Street experience over the past three years, working with Santander, Morgan Stanley, and Cetera Investment Management, brings an institutional perspective and a rigorous, research-driven lens to the firm’s deeply personal approach. Having grown up alongside many of the families the firm has served for decades, Evyavan understands that stewardship means more than managing wealth. It means honoring the journey, values, and sacrifices behind it.
As a child, he regularly accompanied his family on the road as they built the business. Those experiences taught him early that wealth management is not simply about stocks, returns, or financial plans. Instead, it is about listening deeply, understanding each family’s unique journey, and building an in-depth personalized strategy around their values, aspirations, challenges, and the legacy they hope to leave behind.