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
Elizabeth Larson Receives the Women’s Choice Award®
April 8, 2016— As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Beth Larson, CFA of Evermay Wealth Management has received the Women’s Choice Award for Financial Advisors. Read More
USA Today Asks Eric How Boomerang Kids Affect Parents’ Retirement
September 12, 2015—If your child becomes one of the millions of young adults who boomerangs home to live with you, the added expense could put a serious crimp in your retirement plans. Read More
Will Talks to Suit Magazine about How Tailored Service Bests Robo-Advising
August 28, 2015—Despite the proliferation of new, do-it-yourself investment tools online, the traditional financial advisor is not going anywhere anytime soon. Read More