Evermay Wealth Management

EST. AUM
$1,329,578,501

CONTACTS
6

CLIENT ACCOUNTS
1,957

Firm Details

Metro area Washington, DC
CRD Number 149230
Website evermaywealth.com
Client types

Overview

Evermay Wealth Management has $1.06 billion in AUM and serves clients in greater Washington, D.C., across Virginia, and beyond. As fiduciaries managing a fee-only model, Evermay is committed to serving clients and their families in a personalized and professional manner. Evermay is actively seeking to grow through the acquisition of other firms with shared values in need of sales, partnership, or succession planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Evermay Wealth Management

Platform Details

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