Evermay Wealth Management

“Wealth creates possibilities. We help you live richly today, build boldly for tomorrow and shape a legacy that lasts.”

Q: How do you help clients achieve a richer life?

A: At Evermay, wealth is more than numbers on a page; it is the freedom to live life on your own terms. We help clients discover what a richer life truly means to them and build thoughtful strategies that work towards bringing that vision to life. We connect all aspects of your finances—investing, retirement, taxes, estate* and philanthropy—so your wealth reflects what matters most to you.

Our clients include families navigating life transitions, corporate executives managing complex compensation packages, military leaders planning their next chapters, women building financial independence—whether starting a business, retiring or pursuing their next ambition—and attorneys with multifaceted estate and income structures. Whatever your story, our role is to turn complexity into confidence and intention.

Q: What makes the Evermay client experience exceptional?

A: The Evermay experience begins with listening. We take time to understand your goals, values and relationships, then design plans that reflect what matters most. As an independent fiduciary firm, we act solely in your best interest. Our team of Certified Financial Planner™ and Chartered Financial Analyst® professionals brings decades of expertise and a deep commitment to transparency, trust and care.

In an unpredictable world with volatile markets, evolving tax laws and shifting priorities, clarity is essential. Evermay helps clients prepare, adapt and thrive with confidence, ensuring every decision supports a life well lived.

*Evermay will work with your Attorney and/or Accountant as necessary. All investments involve risk, including loss of principal.