A complete list of active advisors currently associated with Neya Capital

Warmer can help you find a great advisor at Neya Capital or one who fits your needs even better.

Neya Capital provides financial planning and ongoing portfolio management to individual investors and select institutional clients, including retirement plan sponsors and small charitable organizations. The firm’s services cover broad-based and modular financial planning topics—cash flow, retirement and estate planning, tax-aware strategies, and investment implementation—along with pension consulting and rollover analysis for retirement accounts. The firm’s investment approach emphasizes passive, diversified portfolios built with low‑cost index mutual funds and ETFs, dollar‑cost averaging, and periodic rebalancing to manage risk and tax efficiency. Portfolios are typically managed on a discretionary basis where authorized, and planning engagements are followed by periodic reviews and client education. What distinguishes the firm is its affiliation with an accounting practice: the principal is a licensed CPA who offers accounting and tax preparation services under a separate arrangement, so clients may have overlapping advisory and tax relationships that are disclosed and managed. The firm also offers complimentary educational workshops and explicit retirement-plan (pension) consulting—services that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at Neya Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mayank Madhavani	Palmdale, CA	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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