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FINANCIAL INDEPENDENCE FOR WOMEN

Financial Guidance That Honors Your Perspective

Thoughtful support from a diverse team to address your unique financial challenges and goals.

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No Judgment.
No Bias.

As an accomplished woman - whether you're an entrepreneur, executive, or matriarch in charge of financial management - we offer you the financial expertise and personalized service you deserve. Our tailored approach addresses your unique challenges, especially during complex emotional and financial transitions like inheritance, divorce, or widowhood.

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.

It's a wonderful thing to have come upon when I needed it, especially after my husband's passing. While I could run the house, investments weren't my thing. They've kept me going and fulfilled everything I wanted them to do. I can just ask 'am I doing okay?' and they'll tell me. I'm very happy with them and I've even referred several friends who are now happy clients too.
Judith Thedford

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. 

Empowering You With Financial Guidance

We excel in attentive listening, and recognizing the personal and emotional aspects of your wealth journey. In our judgment-free space, we explore the 'why' behind your financial goals. Our measured approach is intended to make you feel supported, and never rushed, as we craft strategies aligned with your unique path.

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Two generations of women smiling.

You’re Not Alone

A financial revolution is underway, with women poised to seize control of an astounding $30 trillion in assets by 2030, according to a McKinsey & Company study. This tectonic shift in wealth will catapult female financial power to unprecedented heights.

Evermay stands ready to empower you as a trailblazing woman, offering tailored financial strategies and unwavering support to help harness your economic influence and create lasting legacies.

Evermay seemed like they had a strong track record, so that was obviously important. But more importantly, I feel like I know them, and they know me, on a personal level - not just a financial and business level.
Terri Morgoglione
Retired Chief Academic, Health & Safety Officer, WorldStrides

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.

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Steady Guidance Through Change

During life’s challenges, we can provide both emotional understanding and unbiased financial guidance through:

Support During and After Divorce
Our goal is to help you stay grounded and focused on the future through evaluating the division of assets, tax implications, and income evaluation.

Next Steps After Losing Your Spouse or Loved One
We bring a calm, balanced perspective to help evaluate your new financial picture, from settling estates to reevaluating budgets and investments to provide a clear path forward.

Optimize Your Success

Whether you're managing complex stock options, building a business, or pursuing personal achievements, we assist with:

Insurance Analysis
You deserve sophisticated protection strategies worthy of your achievements and evolving vision. We conduct a thorough analysis of your current insurance coverage—spanning life, disability, and long-term care—to ensure robust protection and seamless portability that matches your goals.

Tax-conscious Investment Management
You can capitalize on opportunities while protecting your wealth. Our team develops sophisticated investment strategies tailored to your personal risk comfort level to help you achieve both personal and professional goals.

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Design Your Lasting Legacy

Shape your enduring impact and create meaningful opportunities for your beneficiaries:

Estate Planning
We implement thoughtful wealth transfer strategies that provide wealth for future generations while instilling values and astute money management practices.

Philanthropic Efforts
You can create meaningful impact by aligning your wealth with your values. We help you develop strategies for charitable causes that you care about.

Educational Planning
We’ll help you line your family up for success through education savings vehicles such as 529 Plans and Education Savings Accounts (ESAs).

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Financial Confidence, Purposeful Growth

Through strategic guidance and personalized attention, we help you transform financial decisions into purposeful action. Our partnership empowers you to build and protect wealth while crafting a future that reflects your values. As you write the next chapter of your success story, we ensure your economic influence creates the meaningful impact you envision.

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Let’s discuss how we can help you thrive in your own definition of a richer life.

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