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.
October 10, 2023 - Fixed income markets have moved dramatically in recent months. Is now the time to adjust the sails as we head into murkier economic waters? 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
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, 2023 - Will markets continue climbing the proverbial Wall of Worry in the new quarter? Click below to read the Evermay team's thoughts. Learn More
April 10, 2023 - US financial markets were strong in the first quarter of 2023, but will bears come out of hibernation this Spring? Click to read the Evermay team’s quarterly market update 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
January 24, 2023 - Look back on 2022 and look forward to 2023. Read more for our thoughts on the new year. Learn More
