Evermay Wealth Management, LLC

Evermay Wealth Management, LLC

Investment Management 3901 Fairfax Dr 30 employees
Employees
30
Contacts
3
Emails
3
Phones
3

Evermay Wealth Management, LLC Overview

Headquarters
3901 Fairfax Dr
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
30
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Evermay Wealth Management, LLC

A RICHER LIFE DEFINED. As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. COMPREHENSIVE AND TAILORED TO YOUR NEEDS. We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life. A SIMPLE CONVERSATION IS WHERE IT BEGINS. If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life. To learn more about Evermay and how we can help you lead a richer life, visit https://www.evermaywealth.com/ Disclaimer: https://www.evermaywealth.com/disclaimer

Evermay Wealth Management, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Evermay Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Chris Whalen Portfolio Manager at Evermay Wealth
View
Scott Laughlin
Email Phone
Damon White Chief Operating Officer and Co-founder
Email Phone
Ross Loomis, Cfa
Email Phone

Employees by Management Level

Executive 3 profiles
Manager 3 profiles
Senior / Lead 2 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 3
General 2 2 0
Sales 2 2 0

Evermay Wealth Management, LLC Tech Stack

Cloud / infrastructure 1 profile

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