Joni Alt, CFP®, EA

Joni draws on over 30 years’ experience in financial services to create personalized financial roadmaps that help her clients reach their financial goals. Her passion for helping others, attentive listening skills, and deep industry experience inform her thoughtful recommendations focused on holistic results. She is particularly attuned to the unique financial challenges women face and works closely with them to create positive and lasting outcomes.

My Professional Background

I began my career with Charles Schwab & Co., serving as an Advisor and Director of Financial Planning at other firms before joining Evermay Wealth Management in 2021. 

I received my B.A. from West Virginia University and my B.S. in Accounting from George Mason University. I’m also a CFP® and EA professional.

My Personal Life

I am an active member of the National Association of Personal Financial Advisors (NAPFA) and was elected to join the NAPFA Board of Directors for the 2021-2024 term. In 2024, I was appointed as Chair of NAPFA after having served as Chair-Elect for the 2023-2024 year. I am also a member of the National Association of Enrolled Agents and the Financial Planning Association.

My husband and I reside in Chantilly, Virginia, and are proud parents of two grown children. Outside of work, I am a dedicated flutist, actively involved in several local choirs. 

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