
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.
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.
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.
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.
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.
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
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
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
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
November 29, 2021 - Join us in welcoming new Senior Wealth Advisor, Joni Alt, to our team! Learn More
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
October 26, 2021 - Many parents and legal guardians in the U.S. hear about 529 college savings accounts almost as soon as they become caregivers. Read more to find out your options and benefits when qualified for a 529A account. Learn More