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
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
2nd Quarter Recap
July 8, 2022 – In a state of extreme market volatility, do the past six months foretell of continued weakness and recession in the second half? Read more for our insight on Q2 activity. Learn More
Our Thoughts on Recent Market Volatility
June 17, 2022 – Read more for our recommendation and insight on making changes to your investment portfolios in response to recent market volatility. Learn More
Q1 In Review
April 8, 2022 – What are the investment implications of the Ukraine situation for financial markets and your investment portfolios? Read more for our insight on Q1 activity. 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
Q4 In Review
January 5, 2022 – Is the possibility of a stock market correction right around the corner? Read more for our insight on Q4 activity. Learn More
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Expanded Team Offers Personalized Support
November 29, 2021 – Join us in welcoming new Senior Wealth Advisor, Joni Alt, to our team! Learn More
You Just Inherited Money. Now What?
November 22, 2021 – Receiving an inheritance leads to a host of important financial decisions, as the baby-boomer generation is about to discover. Elizabeth S. Larson, CFA, senior wealth advisor and principal at Evermay Wealth Management gives expert advice. Learn More