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Evermay Wealth Management, LLC

Headquartered in ARLINGTON, VA

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Firm Information

Evermay Wealth Management, LLC is an investment advisor based in Arlington, VA. They offer a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $1,062,573,454 in assets, primarily for high-net-worth individuals, corporations, and charitable organizations. They have 15 investment advisor representatives and 12 investment advisory functions, serving a total of 1,695 accounts.

Evermay Wealth Management, LLC

1776 WILSON BOULEVARD

ARLINGTON, VA 22209

$1.06B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

EVERMAY WEALTH MANAGEMENT, LLC has a total of 6 branch locations across the country.
location

GAINESVILLE, VA

location

COLTS NECK, NJ

location

Chicago, IL

location

ARLINGTON, VA

location

WASHINGTON, DC

location

Virginia Beach, VA

Advisors at Evermay Wealth Management, LLC

View All 16 Advisors
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Chris Alan Whalen

RA

COLTS NECK, NJ

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William Calvin Pitt

RA

ARLINGTON, VA

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Carrie Helene Malatesta

RA

ARLINGTON, VA

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Brian Matthew Fyock

CFP®, RA

ARLINGTON, VA

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Camille Jayde Svitek

CFP®, CFA®, RA

WASHINGTON, DC

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Unclaimed
Damon Anthony White

RA

ARLINGTON, VA

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John Robert Pugh

CFP®, CFA®, RA

GAINESVILLE, VA

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Unclaimed
Eric Matthew Reigel

CFP®, RA

ARLINGTON, VA

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Disclosures

There are no public disclosures for Evermay Wealth Management, LLC.

Frequently Asked Questions (7)

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