EVIA Investment Advisors

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EVIA Investment Advisors Helping our clients define, plan for and achieve their financial goals. www.eviaadvisors.com

Dan Reichart, the founder of EVIA Investment Advisors, works with clients to help them define, plan for, and achieve their financial goals. We believe that a disciplined approach to portfolio development is the best way to achieve the results we work for, while controlling the level of volatility and risk. We have adopted an investment style that values dividends as a measure of a company s current strength and its prospects for success in the future. Because dividends can increase the total return of an investment and may offer some downside protection during volatile market conditions, EVIA believes companies with a history of paying and increasing their dividends are the proper foundation for our client s portfolios.

With fewer than 100 days left in 2026, now is a smart time to revisit your financial plan before the new year begins.A t...
09/24/2026

With fewer than 100 days left in 2026, now is a smart time to revisit your financial plan before the new year begins.

A thoughtful review can help you assess retirement income needs, portfolio alignment, tax-aware opportunities, and the steps that support long-term financial stability. At Evia Advisors, we believe clear, disciplined planning can help you retire and stay retired.

Swipe to explore key areas worth reviewing before year-end.

If you would like to talk through your retirement planning or portfolio management strategy, contact our Zionsville team at (317) 800-6538.

This Labor Day, we are recognizing the work, dedication, and everyday effort that help make long-term goals possible.Our...
09/07/2026

This Labor Day, we are recognizing the work, dedication, and everyday effort that help make long-term goals possible.

Our office will be closed Monday, September 7, and we will reopen Tuesday, September 8.

We hope you enjoy a well-deserved break with good food, good company, and a little time away from the inbox. We look forward to being back and ready to help you plan for a retirement that lasts.

Financial planning is more than reviewing investments in isolation. For families nearing or in retirement, it means coor...
08/25/2026

Financial planning is more than reviewing investments in isolation. For families nearing or in retirement, it means coordinating your portfolio, income needs, taxes, timing, and long-term goals into one clear strategy.

At Evia Advisors, we help mass-affluent investors build practical retirement plans designed for stability, income, and confidence over time. Our approach to portfolio management emphasizes individual stocks, bonds, and dividend investing—without unnecessary complexity.

A coordinated plan can help you prepare for the decisions ahead and focus on what matters most: retiring and staying retired.

Ready to start the conversation? Call us at (317) 800-6538.

Preparing for retirement can feel overwhelming, especially when so much of the advice out there is based on assumptions ...
08/20/2026

Preparing for retirement can feel overwhelming, especially when so much of the advice out there is based on assumptions that don’t always hold up. At Evia Advisors, we believe clarity matters. That’s why we break down common retirement myths and share the practical realities behind them.

Understanding what’s true—and what isn’t—can help you build a more confident, income-focused plan that supports your long-term stability.

If you’re wondering whether your current strategy is on track or want a second opinion, our team is here to help. Reach out anytime.

You may be seeing the term “K-shaped economy” more often in financial news. It describes an economy where some household...
08/13/2026

You may be seeing the term “K-shaped economy” more often in financial news. It describes an economy where some households and businesses continue moving forward while others face greater pressure from higher costs, borrowing rates, or uneven job growth.

For investors nearing or in retirement, headlines like these can feel unsettling. Our approach at Evia Advisors remains grounded in the long term: thoughtful portfolio management, income-focused investing, and a financial plan built around your goals—not the latest news cycle.

A changing economy does not automatically require a dramatic change in strategy. Reviewing your plan, risk level, and income needs can help keep you focused on what matters most: retiring and staying retired.

Have questions about how current economic conditions may fit into your financial outlook? Our Zionsville team is here to help.

Age matters in investing, but it’s far from the whole story. At Evia Investment Advisors, we build portfolios that refle...
08/11/2026

Age matters in investing, but it’s far from the whole story. At Evia Investment Advisors, we build portfolios that reflect your goals, your timeline, and how much risk feels right to you—not just the year on your birth certificate.

A thoughtful asset allocation should support long‑term stability and help you retire and stay retired. If you’re unsure whether your current mix of stocks, bonds, and ETFs still fits your plan, we’re always here to walk through it with you.

Want a second look at your allocation or a conversation about income‑focused investing? Reach out anytime.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/06/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Fede...
08/04/2026

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Federal Reserve, the U.S.-Iran conflict, and high-momentum stocks ceding ground as money shifted into other sectors. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for...
07/28/2026

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for but also to ensure your financial strategy can withstand changing market conditions over time. Swipe through to learn more about guardrails and flexible income strategies in retirement.

Retirement income planning is not one-size-fits-all. Flexibility can play a key role in helping your plan stay on track. Call us today if you would like to review your current strategy or explore your options.

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is...
07/23/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

Address

Zionsville, IN
46077

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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