Eric J. Schaefer, CFP®

Eric draws on over 15 years of financial planning experience to provide clients with expert guidance on retirement, investments, tax, and estate planning. He is passionate about understanding each client's unique goals and concerns and supporting them with financial plans to help achieve their desired outcomes.

My Professional Background

Prior to joining Evermay in 2015, I served as a financial planner and investment advisor for multiple private wealth management firms around Washington, D.C., and Hartford, Connecticut. I graduated from Virginia Tech with a B.S. in Finance and I’m a CFP® professional. 

My Personal Life

I live with my wife and daughters in Arlington, Virginia.

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