A complete list of active advisors currently associated with Evermay Wealth Management, LLC
Warmer can help you find a great advisor at Evermay Wealth Management, LLC or one who fits your needs even better.
Evermay Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement and profit‑sharing plans; the firm reports approximately $1.33 billion in assets under management across an 18‑advisor team and about 558 client relationships. It provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting, generally on a percentage‑of‑AUM basis while also offering periodic client reporting and custodial account statements. The firm describes a team‑centric approach in which clients work with multiple members of an Advisory Team and receive recommendations tailored to an “Investor Profile” that covers goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance; portfolios are monitored and rebalanced and may include equities, mutual funds, bonds, private funds and private equity. Evermay conducts due diligence on third‑party managers it recommends, provides ongoing monitoring of portfolios, and acts as a fiduciary (including ERISA duties for retirement accounts) when providing advisory services. Distinctive features disclosed in the brochure include the firm’s use of periodicals/newsletters and client testimonials in advertising, practices that the firm’s materials identify and that are relatively uncommon among peers. The brochure also highlights an affiliated tax services firm (Evermay Tax), a tech‑led estate‑planning document platform administered by an independent third party for estate document preparation, and a limited minority‑ownership arrangement in which certain clients hold minority interests and receive a floating dividend; the firm notes that Wealth Advisors may, in some cases, serve as trustee or successor trustee.
To learn more about the advisors currently working at Evermay Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Evermay Wealth Management, LLC's office locations.
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