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Eliot Simon

Evermay Wealth Management, LLC

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About Eliot Simon

Eliot Simon is a Certified Financial Planner™ and an Investment Advisor Representative at Evermay Wealth Management, LLC. Eliot has been in the financial services industry since February 2014. Prior to joining Evermay Wealth Management, LLC in October 2021, Eliot worked at Garnet Group LLC in Bethesda, Maryland. Eliot's specializations include investment advisory services, financial planning, portfolio management for individuals and businesses, and selection of other advisers. Eliot's firm, Evermay Wealth Management, LLC, is headquartered in Arlington, Virginia.

Firm Information

Eliot Simon is currently registered with Evermay Wealth Management, LLC. 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.

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Eliot Simon’s Registration & Firm History

VA

10/09/2024 - Present

Evermay Wealth Management, LLC (ARLINGTON VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eliot Simon.
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