Evermay’s diverse and experienced team combines financial expertise with personalized attention to deliver thoughtful, comprehensive wealth management. Each client’s plan is carefully crafted to reflect their individual goals and family dynamics. Through a collaborative, face-to-face approach, Evermay helps clients live richer lives—finding the right balance between preparing for tomorrow and making the most of today.
Q: What do you look forward to when you go to work every day?
A: It’s deeply rewarding to build long-term relationships and help people gain clarity and confidence around their finances. Supporting women through major life transitions—such as divorce or the loss of a loved one—and helping them take control of their financial future is especially meaningful. Money is deeply personal, and it is an honor that clients trust Evermay Wealth Management not just with their investments, but with open and honest conversations about what matters most to them. Helping people turn thoughtful plans into real-life progress is what makes this work so fulfilling.
Q: What do you love most about doing business in this area?
A: The diversity and energy of the Washington D.C. area make it a truly unique place to work. With such a wide range of backgrounds—government employees, federal retirees, entrepreneurs and nonprofit leaders—every client brings a different perspective and set of needs to the table. The region’s constant evolution means there’s always a new challenge or question to explore—or a new area of financial expertise to develop—which keeps the work engaging and rewarding. Arlington’s thriving community and ongoing growth reflect its vibrant spirit, making it an exciting place to help people build their financial futures.
Disclaimer: Investment Advisory Services are offered by Evermay Wealth Management, LLC, a Registered Investment Adviser. ©2025 Evermay Wealth Management, LLC. All Rights Reserved.