Your Vision
We begin with a conversation to identify financial goals, challenges, and aspirations. Understanding the person behind the portfolio is as essential as having your financial details. Whether you're a busy entrepreneur, business executive, senior partner at a law firm, retired military leader, or an individual or family seeking financial guidance in this complex world, we’ll help pinpoint where you stand today—and where you want to go.
Analysis and Planning, Defined by Your Goals
The most powerful planning stems from complete transparency. That’s why our team evaluates your full financial picture. We consider all aspects, including:
- Retirement planning
- Investment strategies
- Estate planning
- Tax implications
Gathering Information & Designing Your Plan:
We make sharing essential financial information about you easy with our secure document sharing Evermay Client Portal.
Our team of seasoned professionals will meticulously review your entire financial landscape and deliver your comprehensive financial plan—the translation of our in-depth analysis into clear recommendations covering your investment strategy, tax optimization, estate considerations, and overall progress towards your long-term aspirations.
Your goal is our goal: to turn complex financial matters into straightforward, actionable steps for your long-term success. Whether it’s facing major life changes or managing an intricate compensation package, we can help you feel confident about the path forward.
Strategy Implementation
We’ll put your personalized strategy into action and, if needed, we can help coordinate closely with trusted professionals like tax advisors, insurance representatives, or estate attorneys. We can help you with the details and paperwork, in order to make implementation as smooth as possible.
Our Fiduciary Commitment
As an investment adviser, our fiduciary standards require that we always prioritize your financial well-being and put your interests first. Being a fiduciary means we provide you with detailed information about our investment advisory firm, including services offered, our fee structure, potential conflicts of interest, and our overall business practices. Our fiduciary duty is more than a legal obligation - it's a guiding principle that shapes every relationship we build and every recommendation we make.
Ongoing Partnership and Management
We’ll establish a regular meeting frequency to touch base on your financial situation, review your portfolio, and update your financial plan. We commit to your long-term success through active management and oversight of your portfolio, including:
- Regular strategy reviews to ensure alignment with your goals
- Monitoring market conditions
- Adapting to life changes
- Providing educational resources and guidance
