Going Above and Beyond During Personal Crisis
At times, our job is crisis management. That’s how it was for one client who lost her husband to a fast-progressing form of cancer. She had two young children to support.
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Client Stories
One Generation to the Next: A Legacy of Hard Work
We explored with one family how building a legacy is more than inheriting wealth. It’s about passing down ambition and a strong work ethic.
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An Investment in Family is Worth So Much More
Every once in a while, we encourage clients to spend. In this case, it was about spending more money in order to spend more time with the kids and grandkids.
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Comprehensive Services
Wealth Planning
We could just as easily call it life planning. Wealth planning is about providing for the here and now, and building a legacy for generations. Key services include financial, estate and tax planning and insurance management.
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Investment Management
What level of risk is right for you, right now? What about one, five or ten years down the road? When trying to achieve the highest expected returns for you, we see a moving target. Constant re-evaluation and ongoing rigorous analysis is our approach for success in the long run.
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Technology
We believe that technology can complement what Evermay brings to the table. We invest in the latest technology to help clients with everything from customized financial plans to secure access to their information.
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Newsroom
Volatility in the Banking sector - Evermay’s view
March 20, 2023 - As events in the banking industry continue to unfold, we wanted to take this opportunity to briefly discuss what has been happening and, importantly, review how client portfolios are positioned here at Evermay. Learn More
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Selling investment real estate? Learn about a 1031 exchange.
March 1, 2023 - Selling investment real estate? Learn about a 1031 exchange. Learn More
Q4 2022 Review
January 24, 2023 - Look back on 2022 and look forward to 2023. Read more for our thoughts on the new year. Learn More
Q3 2022 In Review
November 1, 2022 – How do global inflation and the Fed’s policies impact your investments? Read more for our insight on Q3 2022 activity. Learn More
Northern Virginia Magazine’s 2022 Top Financial Professionals
August 24, 2022 – We are proud to announce that Joni Alt, CFP® and Eric Schaefer, CFP® have been named as Northern Virginia Magazine's 2022 Top Financial Professionals. Learn More
Putting the Income Back in “Fixed Income.”
August 9, 2022 – Is it time to take a fresh look at bonds for your investment portfolio? Learn More
Washingtonian’s Top Financial Advisors
March 17, 2022 – Join us in congratulating two of our own advisors, Joni Alt, CFP® and Eric Schaefer, CFP®, for being named to Washingtonian Magazine's list of Top Financial Advisors. Learn More