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.
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.
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.
April 7th, 2025 - With markets fluctuating, is now the time to stay the course and think long-term? Learn More
April 3rd, 2025 - Stay ahead of market volatility with our latest insights and strategic updates. Learn More
Catch our Chief Investment Strategist's appearance on 7 News DC. Learn More
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Deciding how to invest your 401(k) can feel overwhelming, but it doesn’t have to. Learn More
January 14, 2025 - Insights from Shakespeare on your estate and financial plans as 2025 gets underway. Learn More
September 13, 2024 - New changes to the FAFSA Simplification Act allow grandparents to fund their grandchildren’s education through 529 plans without affecting financial aid. Learn More
September 1, 2024 - Joni to begin her term as NAPFA Board of Directors Chair for the 2024-2025 year! Learn More
July 12, 2024 - Evermay recognized as one of the top 50 fastest growing RIA firms nationwide! Learn More
October 14, 2024 - Will political uncertainty derail your investment strategy? Learn More
This press release originally appeared in PRNewsWire on April 4th, 2024. Learn More
March 27, 2024 - Celebrating 15 years of Evermay Wealth Management! Learn More
August 31, 2023 - Evermay Wealth Management is delighted to announce that Joni Alt, CFP®, EA, Senior Wealth Advisor has been elected by the National Association of Personal Financial Advisors (NAPFA) as Chair-Elect for the 2023-2024 term. Learn More
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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March 1, 2023 - Selling investment real estate? Learn about a 1031 exchange. Learn More
August 21, 2023 - As students gear up for their exciting journey into college life, there's a crucial checklist that goes beyond textbooks and dorm room essentials. Here's why students should consider leaving behind a few crucial documents for their parents. Learn More
July 12, 2024 - The sun has been shining brightly on financial markets this summer. Will it continue? Learn More
January 16, 2024 - The U.S. economy was surprisingly resilient in 2023. What does the outlook for the new year have in store? Learn More
