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
The national media often seek the advice and expertise of professionals at Evermay Wealth Management. Below are some recent highlights.
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
_543_407_c1.jpeg)
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
529A Plans: Saving for a Child with Special Needs
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