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
- Website
- evermaywealth.com
- Industry
- Investment Management
- Employees
- 30
- Founded
- 2009
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Chris Whalen | Portfolio Manager at Evermay Wealth | Colts Neck, New Jersey, United States |
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|
| Scott Laughlin | Washington Dc-baltimore Area, United States |
Email
Phone
|
|
| Damon White | Chief Operating Officer and Co-founder | Washington Dc-baltimore Area, United States |
Email
Phone
|
| Ross Loomis, Cfa | Arlington, Virginia, United States |
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 | 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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