Evermay Wealth Management, LLC is proud to have supported veterans & the arts at the Hylton Performing Arts Center gala last Saturday. It was an honor to contribute to this meaningful cause. Big thanks to all involved! We look forward to continuing to make a difference in the communities in which we live and work. 💫 #Veterans #ArtsInitiative #CommunityImpact
Evermay Wealth Management, LLC
Investment Management
Arlington, VA 265 followers
A Richer Life.
About us
A RICHER LIFE DEFINED. As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. COMPREHENSIVE AND TAILORED TO YOUR NEEDS. We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life. A SIMPLE CONVERSATION IS WHERE IT BEGINS. If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life. To learn more about Evermay and how we can help you lead a richer life, visit https://www.evermaywealth.com/ Disclaimer: https://www.evermaywealth.com/disclaimer
- Website
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https://www.evermaywealth.com
External link for Evermay Wealth Management, LLC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Arlington, VA
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Individuals and Families, Corporate Executives and Professionals, Entrepreneurs, Women, Life Events, Multiple Generations, Financial Planning, Investment Management, Wealth Management, Family Office, Portfolio Management, Retirement Planning, Estate Planning, Charitable Planning, Registered Investment Advisor, Certified Financial Planner, Chartered Financial Analyst, Donor Advised Funds, Foundations, and Endowments
Locations
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Primary
Get directions
1776 Wilson Boulevard
Suite 520
Arlington, VA 22209, US
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Get directions
2101 Parks Avenue
Suite 103
Virginia Beach, Virginia 23451, US
Employees at Evermay Wealth Management, LLC
Updates
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Evermay Wealth Management, LLC is excited to be featured as The Face of Wealth Management in the latest edition of Arlington Magazine. We're proud to serve this thriving Northern Virginia community! www.evermaywealth.com
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🌱Time for financial spring cleaning? Click below to hear from Evermay Wealth Management, LLC's Chief Investment Strategist, Mitchel Schlesinger, CFA, on the topic! https://lnkd.in/eVfZNpqz
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Evermay Wealth Management Acquires Insight Wealth Management Learn More: https://lnkd.in/ehr7NY88
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Celebrating 15 years of Evermay Wealth Management, LLC! Our journey began with a clear vision: to establish a fee-only, fiduciary advisory firm dedicated to putting clients first. Today, we're thrilled to mark this milestone and reaffirm our unwavering commitment to our clients' financial well-being. Over the years, we've had the privilege of serving hundreds of families, many of whom have trusted us across generations. We're grateful for the opportunity to make a positive impact on their lives. As we look ahead, we remain dedicated to collaboration, growth, and the continued success of our clients. Whether you're seeking a wealth management firm that prioritizes your financial goals or an advisor eager to join a team committed to client dedication, we invite you to connect with us. Cheers to 15 years and to many more to come! 🎉 🥂 🍾 https://lnkd.in/gnaD__TD William Pitt, Damon White, Joni Alt, CFP® EA, Eric Dzik, Graham Fraasa, Brian Fyock, Elizabeth S. Larson, CFA, Ross Loomis, CFA, Carrie Malatesta, Bob Pugh, CFA, CFP®, Eric Reigel, CFP®, Sean Rogers, Eric Schaefer, CFP®, Mitchel Schlesinger, CFA, Eliot Simon, Andy Sponaugle, CFP®, Jenny Stewart, Kris Sumner, Dana R. Tomisek, Chris Whalen
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You’re Invited! Leaving a Lasting Legacy Webinar on 2/29 at 7:00 p.m.⏱️ Sign-up here: https://lnkd.in/egecXxDY
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We are delighted to announce the addition of Brian Fyock to our team as a Wealth Advisor specializing in providing comprehensive, tax-efficient wealth management and financial planning to law firm and consulting firm partners and their families. Having started his career as an audit manager with Deloitte, Brian has spent the last 18 years in the law firm industry working directly with partners and attorneys in various senior level accounting and finance roles, most recently serving as the CFO with Sterne Kessler in Washington DC. Brian is a CPA and a CERTIFIED FINANCIAL PLANNER(TM) professional. A huge welcome to Brian, it’s great to have you on the Evermay team. To learn more about Evermay Wealth Management, LLC and how we can help you lead a richer life, visit https://lnkd.in/gEpr_6ba #evermay #wealthmanagement
I am happy to share that I have joined Evermay Wealth Management as a Wealth Advisor providing comprehensive, tax-efficient investment and financial planning to law and consulting firm partners and their families. Drawing on my 28 years of experience as a licensed CPA and former law firm CFO, I understand the complexities attorneys and consultants face in their financial lives - including meeting permanent capital requirements, managing mandatory profit-sharing and cash balance plan contributions, and addressing difficult tax planning and cash flow challenges. As a Certified Financial PlannerTM professional, my goal is to deliver trust and financial peace of mind to busy professionals, building customized planning and investment management solutions tailored to each family’s specific circumstances. I would welcome the opportunity to meet with you to discuss how I can help you and your family reach your financial goals. #evermay #wealthmanagement https://lnkd.in/eV6vRHeC
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Evermay's own Joni Alt, CFP®, made an appearance on CNBC this morning to discuss the importance of the fiduciary standard in raising protections for retirement advice. Click to watch: https://cnb.cx/3vEhwSM CNBC; Sharon Epperson; NAPFA - National Association of Personal Financial Advisors