Everyone has different questions. Different wealth management needs. It’s about far more than a portfolio. It is about your life, your broader, long-term wealth concerns—your legacy.

There is no such thing as an Evermay plan. Every one of our clients receives a customized consultation. When you come to us for wealth planning, Evermay will develop a plan for your unique needs and circumstances. As a fee-only fiduciary, our goal is to offer you the peace of mind that comes from knowing your plan is properly developed and that your wealth is managed skillfully by people who are committed to you.