Helping you secure and enhance your legacy is our mission—and it’s a privilege we value each day.
Q: What makes your client experience exceptional?
A: At Evermay, our client experience is defined by genuine listening and truly bespoke financial planning. We recognize that each client’s story, aspirations and financial landscape are unique, and we dedicate ourselves to understanding what matters most to you. Rather than a one-size-fits-all approach, we craft strategies designed specifically for your life, legacy and success. The intricacies of substantial wealth demand a deep, multidisciplinary perspective. Our credentialed team of Certified Financial Planner™ and Chartered Financial Analyst® professionals brings decades of investment advisory expertise, adeptly guiding clients through the complexities and opportunities that significant wealth presents. In a world of rapid and unpredictable change, we’ve helped our clients navigate everything from global pandemics to economic upheavals and the deeply personal challenges of loss and transition.
Q: How does Evermay help their clients achieve a richer, more full life?
A: At Evermay, we believe true wealth goes beyond numbers—it’s about empowering your vision for life and legacy. Our approach to wealth planning encompasses important facets of your financial world, from strategic investment management to personalized estate planning, philanthropic aspirations and tailored guidance for future generations. Our clients—accomplished entrepreneurs, executives, nonprofit foundations and multi-generational families with $1 million to $25 million+ in investable assets—trust us to help them make a meaningful impact with their wealth. Whether establishing a legacy fund for a family, optimizing executive stock options, creating a charitable giving program or exploring exclusive private capital opportunities, our advice is designed to ensure your wealth works purposefully and effectively for you.
Evermay Wealth Management is a registered investment advisor.