Evermay Wealth Management, LLC is a registered investment adviser. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted.
This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Evermay Wealth Management, LLC does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Evermay Wealth Management, LLC does not, and this site does not intend to, render tax or legal advice.
The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. Form ADV Part 1 is publicly available and may be viewed at http://www.adviserinfo.sec.gov/. Form ADV Part II and Schedule F are provided by the adviser initially and offered on an annual basis. The Form ADV is periodically amended and clients are encouraged to review this information.
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Evermay Wealth Management, LLC. Evermay Wealth Management, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Evermay Wealth Management, LLC does not necessarily endorse or recommend any commercial product or service described at these websites.
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