The Face of Wealth Management

At Evermay, we believe wealth is more than a number. It’s about the freedom to live fully, give generously, and shape the legacy you want to leave.

Through our Family Office approach, you have an integrated team coordinating your wealth management, proactive tax planning, preparation and filing, and estate planning services, so every moving piece of your financial life works together—not in silos. 

As a fee-only fiduciary, we offer year-round outreach and thoughtful guidance with only your best interests in mind. That’s how we help you live A Richer Life.

Let’s start the conversation.

provide you with our Firm Brochure that contains important information about the Firm’s advisory and financial planning services, estate coordination and document production, fees, portfolio management, and investment strategies.  Tax preparation and advice are offered through Evermay Tax, LLC.  Evermay Wealth and Evermay Tax are separate but affiliated companies. Evermay Wealth and Evermay Tax are not law firms and do not provide legal advice.