Wealth creates possibilities. We help you lead A Richer Life with a deep understanding of what wealth means to you and your loved ones.
Q: What’s the first thing clients can expect when they talk with an Evermay Wealth Advisor?
A: We are good listeners. Each client is unique and deserves focused attention, with thoughtful recommendations tailored to their particular circumstances. We do not use a one-size-fits-all approach; instead, we learn what is most important to you and focus our efforts on your financial success. The complexities of wealth often require multidisciplinary knowhow. Our highly credentialed team includes Certified Financial PlannerTM and Chartered Financial Analyst® professionals with decades of advisory experience to help you manage the challenges and opportunities wealth brings. The world is ever-changing, sometimes with significant impact on our clients’ financial lives. We have helped clients navigate the chaos of a global pandemic, the turbulence of a nationwide banking crisis, the sorrowful loss of loved ones. As challenging as our jobs can sometimes be, helping clients plan for and reach their goals is the richest reward of all.Â
Q: How do you help clients achieve a richer life?
A: At Evermay, wealth planning is about much more than money. It’s about helping you realize your lifetime goals. We work with you to create a wealth strategy encompassing your investments, estate planning* needs, philanthropic ambitions and next-generation guidance. Our well-established clients include entrepreneurs, executives, foundations and multi-generational families with $1 million to $25 million or more in investable assets. Whether you are funding a grandchild’s college savings plan, exercising stock options, establishing a charitable giving program or reviewing private capital opportunities, our ongoing advice helps ensure your assets are working toward your goals.