Evermay Wealth Management, LLC Employee Directory

Investment ManagementVirginia, United States11-50 Employees

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

Find Evermay Wealth Management, LLC employees' phone numbers or email addresses

Evermay Wealth Management, LLC Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Evermay Wealth Management, LLC's Leadership

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    D. W.
    Chief Operating Officer And Co-Founder
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    K. S.
    Chief Compliance Officer
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    M. S.
    Chief Investment Strategist, Senior Portfolio Manager
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    W. P.
    President & Co-Founder
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    R. L.
    Director Of Research And Trading
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    D. R. T.
    Director Of Operations & Client Experience
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    C. W.
    Portfolio Manager
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    M. R.
    Information Systems Manager
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Contact profiles from Evermay Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
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    E. P.
    Senior Client Relationship Manager
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    United StatesVirginia
    Oct 22, 2025
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    E. S.
    Wealth Advisor, Principal
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    United StatesVirginia
    Nov 07, 2025
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    C. M.
    Senior Client Service Associate
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    United StatesDistrict of Columbia
    Nov 13, 2025
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    S. R.
    Senior Client Service Associate
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    United StatesVirginia
    Oct 22, 2025
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    J. A.
    Senior Wealth Advisor
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    United StatesVirginia
    Oct 17, 2025
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    E. S. L.
    Senior Wealth Advisor & Principal
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    United StatesDistrict of Columbia
    Oct 19, 2025
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    E. D.
    Securities Trader & Senior Client Service Associate
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    United StatesVirginia
    Aug 09, 2025
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    M. C.
    Principal
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    United StatesNorth Carolina
    Nov 18, 2025
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    E. D.
    Securities Trader & Senior Client Service Associate
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    United StatesVirginia
    Apr 09, 2025
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    P. L.
    Senior Advisor
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    United StatesVirginia
    Aug 09, 2024

Frequently Asked Questions

What is Evermay Wealth Management, LLC known for?

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Evermay Wealth Management, LLC was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 3901 Fairfax Drive, Suite 400; you can contact the main corporate office by phone at . Explore Evermay Wealth Management, LLC's company overview page for more information.

What is Evermay Wealth Management, LLC's most common email format?

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Evermay Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evermay Wealth Management, LLC email formats with LeadIQ.

How many employees does Evermay Wealth Management, LLC have currently?

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Evermay Wealth Management, LLC has approximately 25 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Evermay Wealth Management, LLC's key employees and leadership?

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As of December 2025, Evermay Wealth Management, LLC's key employees include:

  • Chief Operating Officer And Co-Founder: D. W.
  • Chief Compliance Officer: K. S.
  • Chief Investment Strategist, Senior Portfolio Manager: M. S.
  • President & Co-Founder: W. P.
  • Director Of Research And Trading: R. L.

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