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
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Q3 In Review
October 7, 2021 - Will inflation be more problematic than we anticipated? Read more for our insight on Q3 activity. Learn More
Adjusting the Frequency for a Clearer Economic Picture
September 21, 2021 - Due to the unpredictable nature of the pandemic, conventional data indicators are becoming outdated sooner than under normal circumstances. As a result, some attention is turning to high-frequency economic indicators. Read more to find out how this new data is being put to use. Learn More
The Crypto Gold Rush
September 14, 2021- Crypto has gone mainstream with the volatile prices of digital currencies routinely generating headlines. What should investors consider when watching this evolving market? Learn More
Q2 In Review
July 20, 2021- The Federal Reserve's message to financial markets in Q2 of 2021 may have come as a surprise, read more for our thoughts on Q2 activity. Learn More
Should You Be Worried About Inflation?
July 27, 2021- Inflation is an inevitable result of economic ebbs and flows. Whether caused by demand-side issues, supply-side challenges or a mix of factors, inflation decreases consumer purchasing power as the prices of goods and services rise. What does this mean for current financial planning? Learn More