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Advisor Transitions

Your Practice, Evolved

At Evermay, we offer a collaborative home for advisors ready to grow, transition, or plan for retirement — backed by the resources and care your clients deserve. Request a consultation to explore the possibilities.

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Working as a team.
Team Approach

A highly coordinated unit often consisting of an Advisor, an Associate Wealth Advisor, and a Client Service Associate, ensures robust client engagement.

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Centralized Trading & Rebalancing Efforts

Every financial plan is meticulously generated and regularly updated by seasoned professionals, while our dedicated Portfolio Management Team centralizes all day-to-day trading and rebalancing efforts in line with an advisor’s desired strategies.

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Meaningful Client Relationships

This allows advisors the time and freedom to be fully present and build meaningful relationships with clients and prospects.

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Strategic Investment Partnership

Beyond our collaborative team, our dedicated Investment Committee provides a consistent, insight-driven process for portfolio construction and management, backed by ongoing economic and market perspectives. We equip advisors with specialized tools and work hand-in-hand with them to analyze portfolios and recommend strategic adjustments. This integrated support system allows our advisors to deliver exceptional service and build enduring client success.

Evermay as a Pathway for Your Firm’s Future

Your Legacy Deserves the Right Partner

After years of building client relationships and growing your practice, the decision to sell represents more than a financial transaction—it's about ensuring your clients receive the same elevated service they've come to expect. We understand the weight of this decision and the trust you're placing in your successor, which is why Evermay's proven success in acquiring firms makes us the right partner to carry on your legacy.

Why Evermay

Proven Client-Centric Philosophy

Your clients' experience remains our top priority

Our approach ensures personalized attention and professional service that honors the relationships you've built. We don't treat clients as account numbers—we treat them as valued partners in their financial journey.

Seamless Integration

We've successfully guided other advisory practices through smooth transitions, maintaining client satisfaction while preserving the culture of trust you've established. Our collaborative team approach multiplies our capabilities, ensuring comprehensive support for every client relationship.

Competitive Offers, Exceptional Execution

Your practice represents years of dedication and relationship building. We craft competitive  bids  that recognize the true worth of your client relationships and business foundation. Our acquisition process is designed to honor both your financial expectations and your commitment to client care.

Unwavering Fiduciary Commitment

Like you, we strive to uphold the highest fiduciary standards, working to ensure every decision serves our clients' best interests. This shared philosophy makes the transition natural for both you and your clients.
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Our Acquisition Partners' Stories

Evermay places the same importance on professionalism and experience as we do, including more professionals who have earned their CFA and CFP designations than any other firm of comparable size that we considered…Further, they stress personal, individualized service for clients, as we did.
Bob Pugh
Insight Wealth Management
Part of the process was just kind of getting a feel for what kind of people they were, and learning that they were good, honest people, and that they were as concerned about our clients as we were…In the years since they've had really good retention of our clients.
Elizabeth Larson
Ayrshire Associates
I think when people are considering an acquisition, obviously you have to look at the money but you also have to look at the partners that you’re going to be working with or that you’re selling to, because they will be taking over your client base… Evermay allowed me and my partner to exit the business while our clients and key personnel remained intact. I’m very happy with my decision.
Annette Simon
Garnet Group Wealth Advisors

Ready to explore the future of your firm with a trusted partner?

Connect with us to schedule a confidential conversation and discover how Evermay can ensure your legacy thrives.

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These testimonials are provided by actual acquisition partners of Evermay Wealth Management. No compensation was provided. Their experiences may not be representative of other clients' experiences and are not a guarantee of future performance or success.