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 Disclaimer:
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Verified contacts
25
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
2
tools in use
Monthly traffic
163
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- ES
Eric Schaefer
Wealth Advisor, Principal · Finance & Accounting
EmailPhone - RL
Ross Loomis
Director of Research and Trading · Finance & Accounting
EmailPhone - AS
Andy Sponaugle
Wealth Advisor · Finance & Accounting
EmailPhone - JA
Joni Alt
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MS
Mitchel Schlesinger
Chief Investment Strategist, Senior Portfolio Manager · Other
EmailPhone - KS
Kassidy Stahl
Client Services Associate · Customer/Client Service
EmailPhone - DW
Damon White
Chief Operating Officer and Co-founder · Other
EmailPhone - KS
Kris Sumner
Chief Compliance Officer · Legal
EmailPhone - WP
William Pitt
President & Co-founder · General Business & Management
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Evermay Wealth Management, Llc
17 distinct titles indexed · top 10 shown.
- 3portfolio manager
- 3wealth advisor
- 2associate wealth advisor
- 2director of operations & client experience
- 1chief compliance officer
- 1chief investment strategist, senior portfolio manager
- 1chief operating officer and co-founder
- 1client service associate
- 1client services associate
- 1director of research and trading
- +7more titles
Sign up to unlock all 25 contacts at Evermay Wealth Management, Llc
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