Broker Check
Tejaswi (Tej) S. Patel

Mr. Tejaswi S. Patel (Tej) has a long, rich history serving as an independent wealth advisory professional since 2003, and much of his industry knowledge has been acquired through various hands-on experiences in the Global Financial Markets since 1996. Prior to founding Evyavan, Tej served as Vice President for the Private Wealth Management group at Deutsche Bank, and prior to his time at Deutsche Bank, he served as Vice President at First Union Securities (now Wells Fargo).

Pursing A Relational Approach

His experience at these firms has helped him hone valuable skills, develop key network and industry connections, form insightful investment perspectives, and achieve a skillful familiarity with state-of-the-art industry resources and tools. Equipped with this experience and industry know-how, Tej saw an opportunity to focus on a more personalized approach to wealth management services. He wanted to have a greater impact on individual clients by providing them with genuine, professional advice in a context where he could deliver a variety of opportunities that prioritize his clients’ best interests. Tej set out to pursue his vision of providing a highly relational approach to independent wealth management, founding Evyavan Advisory Services.

In his nearly 20 years of experience as a wealth advisory professional, Tej has primarily specialized in advising high-net-worth and ultra-high-net-worth families of professionals and entrepreneurs. For these clients and their unique needs,Tej focuses on managing their overall investment returns while minimizing associated risks.. Tej also specializes in serving and advising high-net-worth established physicians. With a deep understanding of the unique financial considerations that these medical professionals commonly face, Tej is strategically positioned and equipped to serve their specific needs. 

Custom-Tailored for Your Risk Appetite

Tej finds great fulfillment in helping his clients through his highly specialized and disciplined approach to their very specific goals for wealth management. He firmly believes in the value of maintaining a long-term investment focus. Under this perspective, Tej specializes in managing his client’s best interests through both defensive and aggressive strategies across equity, fixed-income, and alternative investment markets. Custom tailoring his portfolios to satisfy the risk appetite of each individual client, he advises them consistently to focus on risk-adjusted returns, while diligently striving to outperform industry-standard benchmarks. Tej also maintains a disciplined approach toward reducing portfolio volatility, profit-locking protection, and exit strategies, which he believes are key to helping his clients truly thrive in today's markets.

In addition to his impressive professional history, Tej’s formal education includes a Master of Science in Engineering Management Studies from Drexel University, as well as a Bachelor of Science degree in Electrical Engineering (Instrumentation & Control) from India.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market.