--- title: Nevis Equity Advisors - About Us description: Nevis Equity Advisors is an Independent Financial Advisory Firm located in Manhattan,NY author: Super User --- Our Story ## Customized Long-Term Financial Planning Team & Investment Allocation Services ![About Image](https://www.new.nevisequityadvisors.com/component/ajax/?p=cache/df/about-us-story-02-dfe8bf3a.jpg&src=images/about-us-story-02.jpg&thumbnail=900,1136,&hash=aa4ec055) ![About Image](https://www.new.nevisequityadvisors.com/component/ajax/?p=cache/f7/about-us-story-01b-f7cb863f.jpg&src=images/about-us-story-01b.jpg&thumbnail=900,1136,&hash=a4375b6e) ![](https://www.new.nevisequityadvisors.com/images/about-us-story-01b.jpg) ![](https://www.new.nevisequityadvisors.com/images/about-us-story-02.jpg) At Nevis Equity Advisors, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner. Our team understands the different milestones of life, and the challenges they bring. We work to ease the stress of each transition using our years of experience, research, and resources alongside your values and desires, to design a successful plan of action. ## Our Process Discover To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you. Analyze Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be. Advise and Implement The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan. Monitor and Evolve The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate. > "In investing, what is comfortable is rarely profitable" Our Team ## Meet Our Professional Partners [![](https://www.new.nevisequityadvisors.com/images/Team/Pk.jpg)](https://www.new.nevisequityadvisors.com/index.php?option=com_content&view=article&id=20&catid=9) # [Patrick Keane](https://www.new.nevisequityadvisors.com/index.php?option=com_content&view=article&id=20&catid=9) # Founder & President [BIO](https://www.new.nevisequityadvisors.com/index.php?Itemid=399) # Attorney / Legal Partner # Family Estate Planning & Real Estate Contract Services [![Eric 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