Evia Investment Advisors
Evia Investment Advisors (CRD# 171453) is a financial advisory firm headquartered in Carmel, IN. They manage $17,787,455 in 136 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management18MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$130,790
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
IN, TX
Daniel Reichart (CRD# 1868812) is the President and Lead Investment Advisor Representative working at Evia Investment Advisors in Noblesville, IN and has over 30 years of experience in the finance industry. He has completed the examination process for 7 different industry licenses and has a strong background in client service and financial advice. He holds a degree in History from Indiana University and a Masters of Business Administration degree from Ball State University. He is commited to continuous learning and enhances his knowledge of the financial services industry through reading and research on a variety of industry related topics.
Dan is an active volunteer with a number of charitable organizations, including the Juvenile Diabetes Research Foundation, and is a past board member of the Central Indiana Chapter of the March of Dimes. He has a passion for working with people with special needs and has devoted a portion of his practice to Special Needs Financial Planning.