As a fee-only fiduciary, our goal is to offer you the peace of mind that comes from knowing your financial plan is properly developed and that your wealth is skillfully and carefully managed by people who are committed to understanding and serving you.
Investment Management
Estate Planning
Retirement Plan Solutions
We deeply value our clients' success—it is the cornerstone of our practice, and our clients' financial success is one of the ultimate measures of our expertise and dedication.
I wanted a company team that was small, light on its feet that offered nimble, effective solutions with superb communications and outstanding results. The trust and relationship between the client and advisor is sacred. Oftentimes, the advisor will pick up on subtle cues which their client is not aware of. They always have my back.
I have recommended Evermay to a number of colleagues. I feel much more aware of our finances and prepared for the future than I did with my prior financial advisor. I also trust Evermay to keep us up-to-date with potential changes that could improve our finances. Rather than just push a particular product, they take the time to explain things to us so that we can make informed decisions.
