Evyavan Advisory Services, LLC is an independent wealth management firm with headquarters in northern New Jersey. Our focus is in advising high-net-worth and ultra-high-net-worth families with the goal of optimizing their overall investment returns while minimizing the associated risk. We offer specialized investment advice on asset allocation, fixed income investments, core equity portfolios, consulting on the selection of outside managers, cash management, alternative investments, and hedging strategies. Currently, we maintain a particular expertise in advising established physicians and stand out in our comprehension of the financial considerations commonly encountered by individuals in the medical profession. About the Team: Mr. Tejaswi S. Patel (Tej), founder and CEO of Evyavan Advisory Services, has been an independent wealth advisory professional since 2003. Prior to his current position, Tej advised clients as Vice President in the Private Wealth Management group at Deutsche Bank. He also served as Vice President at First Union Securities (now Wells Fargo). Tej graduated from Drexel University with a Master of Science in Engineering Management. He has a Bachelor of Science degree in Electrical Engineering (Instrumentation & Control) from India. Evyavan Advisory Services has also partnered with Princeton University through our Princeton Plus program, which has brought us in contact with some very bright young minds. We started this program in 2008 with the aim of teaching a handful of motivated students the basics of wealth management and to introduce some innovative insights into our organization. It’s a great pleasure to say that both the firm and students have been rewarded with a tremendous amount of success. Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA & SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.
