Client Relationship Summary & Firm Brochure

Client Relationship Summary (CRS)

Download our Client Relationship Summary to understand the services we offer, fees we charge, and our fiduciary obligations to you.

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Firm Brochure

Download our Firm Brochure (Part 2A of Form ADV) to learn about our advisory services, fees, investment strategies, and business practices.

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What We Do

Financial Planning
Investment Management
Estate Planning
Retirement Plan Solutions

Who We Serve

Families
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Women
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Attorneys

About Us

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Evermay Wealth Management, LLC (“Evermay” or “the Firm”) is an SEC registered investment adviser headquartered in Arlington, Virginia. For more information about Evermay, including its advisory services, fees, portfolio management, methods and investment strategies, and potential conflicts of interest please read our Firm Brochure and Client Relationship Summary. Please be sure to contact Evermay or your Wealth Advisor if there have been any changes to your financial situation or investment goals or if you would like to add or modify any reasonable restrictions to your investment portfolio. Evermay is not an accounting or law firm, and it does not provide accounting, tax preparation, or legal advice.

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