Evermay Wealth Management
Investment Management • 
3901 Fairfax Dr, Suite 400, United States • 21-50 Employees
Company overview
| Headquarters | 3901 Fairfax Dr, Suite 400, Arlington, Virginia 22203, US |
| Phone number | +17038225696 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Registered Investment Advisor, Family Office, Charitable Planning, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Investment Management, Foundations, Women, Donor Advised Funds, Entrepreneurs, Endowments, Individuals And Families, Certified Financial Planner, Life Events, Chartered Financial Analyst, Corporate Executives And Professionals, Multiple Generations |
| Founded | 2009 |
| Employees | 21-50 |
| Socials |
Key Contacts at Evermay Wealth Management
Damon White
Chief Operating Officer And Co-Founder
William Pitt
President & Co-Founder
Dana R. Tomisek
Director Of Operations & Client Experience
Ross Loomis
Director Of Research And Trading
Evermay Wealth Management Email Formats
Evermay Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@evermaywealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@evermaywealth.com | 100% |
About Evermay Wealth Management
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 revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Evermay Wealth Management has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Evermay Wealth Management has never raised funding before.
Evermay Wealth Management Tech Stack
Discover the technologies and tools that power Evermay Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Video players
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France
Australia
India
Taiwan, Province of China
Canada
Frequently asked questions
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