Eliot B. Simon, CFP®

Eliot supports clients with retirement, tax, and estate planning along with investment guidance. He enjoys learning the unique goals and concerns within each client’s situation and figuring out how to successfully plan for and navigate paths to desirable outcomes.

My Professional Background

Prior to joining Evermay, I was an Advisor and Financial Planner with Garnet Group Wealth Advisors in Bethesda, Maryland. I served as the primary contact for all clients and I was responsible for most day-to-day business operations. 

In addition to my seven years at Garnet Group, I have over 20 years of experience in business leadership and management roles, primarily as an IT Director for a business process outsourcing organization where I served clients in legal and financial services. 

I earned a B.A. in Economics and History from the University of California, Berkeley. I’m a CFP® professional and a member of The National Association of Personal Financial Advisors (NAPFA).

My Personal Life

My family and I live and work in Northern Virginia.

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