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Families

Build Security and a Bright Future — Together 

Objective guidance with navigating your family’s financial circumstances and relationships.

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Our Family-Centered Approach

At the heart of our practice lies a deep commitment to families. We provide thoughtful guidance to help manage wealth across generations, plan for the future, and support educational goals. We welcome the opportunity to include family members in our conversations ensuring everyone feels informed, involved, and supported.

Beyond Inheritance: The Path of Stewardship

Wealth management is more than comprehensive financial advisory services and developing a plan for passing assets to the next generation. True stewardship is an attitude about wealth that considers not just self-interest, but the impact on current and future generations. We help families move beyond simply preserving wealth to actively shaping how it can strengthen relationships and create meaningful, generational impact.

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A multi-generational family laughing together.

Specialized Guidance for Multigenerational Wealth Challenges

If you have multiple generations of wealth, you face distinct challenges that go beyond traditional wealth management needs. Inheritance, weddings, charitable giving and other highly personal financial decisions can bring out emotional responses from different family members.

We’re experienced in handling intergenerational wealth and dynamic family relationships through respectful, tailored financial planning services geared toward helping you and your family achieve financial goals and peace of mind.

What It’s Like to Work With Evermay

These testimonials are provided by actual clients 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.

They’re a very family-oriented firm and that was really important to us... they drew out our dreams, like building our own house, and put that into a whole formula that looks at the age we're going to retire, how long we project to live, and where these milestones in our life are going to happen.
James P. Clark
FAIA

These testimonials are provided by actual clients 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.

Cohesive Solutions for Every Family Member

Create a Lasting Impact Across Generations

A meaningful legacy extends beyond dollar signs. Our comprehensive approach includes:

Estate Planning & Wealth Transfer: Structure inheritances and trusts that preserve family wealth while instilling values and financial responsibility in future generations.

Strategic Philanthropy: We help develop and implement charitable giving strategies that align with your family's values and create meaningful community impact.

Education Investment Planning: Optimize education funding through 529 Plans, Education Savings Accounts (ESAs), and other vehicles to support your family's educational goals.

Family Mission & Stewardship: Guide your family's wealth management decisions through a clear mission statement and collaborative governance structure.

Meet Your Family’s Needs While Staying on Track

Harness our decades of experience in supporting families with:

Long-Term Care Planning: Map out comprehensive strategies for aging family members' care through careful evaluation of insurance options, facility costs, and in-home care alternatives.

Financial Support Coordination: Help structure financial assistance for parents or relatives who may need additional resources, while balancing your own family's financial goals.

Healthcare Navigation Support: Access our network of eldercare professionals and facilities to help coordinate the spectrum of physical and cognitive care needs for aging family members.

Family Care Discussions: Guide sensitive conversations about aging family members' care preferences, financial resources, and support responsibilities among family members.

A family walking in nature.

Family Legacy, Thoughtfully Guided

Your family's wealth carries more than monetary value—it embodies shared dreams, values, and aspirations across generations. Our experienced team helps navigate complex financial dynamics while fostering understanding between family members. Through our collaborative approach, we work alongside your family to create strategies that align with your vision for the future.

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