Real World Financial Planning For
Families

Real World Financial Planning For
Small Business Owners

Real World Financial Planning For
Women

Our Philosophy

As an independent practice, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

What Distinguishes Us

At Patel Wealth Partners, we’re interested in more than the investments in your portfolio – though we’re highly qualified and equipped to help you make the most of them – we’re first interested in you. Of course your assets are important, but those assets are truly a means to an end.

financial consultation
Small florist shop owners

Preparing For Your Goals

At Patel Wealth Partners, we’re interested in more than the investments in your portfolio – though we’re highly qualified and equipped to help you make the most of them – we’re first interested in you. Of course your assets are important, but those assets are truly a means to an end.

Jay Patel, MBA
Wealth Advisor

Jay is the Founder of Patel Wealth Partners and Financial Advisor with Raymond James. He has worked in the financial industry since 1999, gaining valuable experience through many market cycles. As a Financial Advisor for hundreds of families, he can help people gain confidence and clarity in their financial lives. Jay teaches Dave Ramsey’s Financial Peace University at his local church. Outside of the office, Jay can be found traveling, golfing, or spending time with his family.

Check the background of this investment professional on FINRA’s BrokerCheck

Natalie Eichenberger
Office Manager

Natalie holds a Business Communications degree from NIU with over 20 years of progressive responsibility in small business operations.  Self-employed for over 7 years she enjoyed working with small business owners in the areas of project management, website creation, internet marketing, and systems development. Since 2011, her focus has moved to the financial industry where she continues to grow as a professional with Raymond James, concentrating on branch services, client relations and operations. Natalie and her husband, Adam, have a son, Dylan and daughter, Hope. She resides in Wheaton and volunteers actively in her community youth programs, church and schools. In her free time Natalie enjoys yoga, reading, and traveling.