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Andrew Sponaugle is an Investment Advisor Representative with Evermay Wealth Management, LLC. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional. Andrew has been in the industry since January 2011 and holds a Series 65 license. Andrew is registered to provide investment advice in Texas and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/28/2017 - Present
Evermay Wealth Management, LLC (ARLINGTON VA)
BC
Issued 10/28/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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