Evermay Wealth Management, LLC

Evermay Wealth Management, LLC (CRD# 149230) is a financial advisory firm headquartered in Arlington, VA. They manage $396,712,000 in 783 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $506,656
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, MI, NC, NY, PA, SC, TX, VA, WV

Financial Advisors at Evermay Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Biljana McKinley
CRD#: 4796237
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
103
Wealthminder
score

Biljana McKinley (CRD# 4796237) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 13 years of experience in the finance industry.As a wealth advisor, Biljana serves many of Evermay’s high net worth clients. Prior to Evermay, Biljana served as an assistant vice president and wealth advisor at United Bank for more than six years. She holds a B.A. in Business Administration magna cum laude from Texas Lutheran University, graduating in 2003, and earned her Certified Financial Planner (CFP) designation from Georgetown University in 2008. Biljana holds a Virginia life and annuity insurance license and is also a chapter member of the Women Presidents’ Organization. She resides in Vienna, Virginia with her husband and two daughters.

2
Elizabeth S. Larson
CRD#: 1796419
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
96
Wealthminder
score

Elizabeth Larson (CRD# 1796419) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 25 years of experience in the finance industry.

3
Eric J. Schaefer
CRD#: 5736537
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
96
Wealthminder
score

Eric Schaefer (CRD# 5736537) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 7 years of experience in the finance industry. Eric Schaefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William C. Pitt
CRD#: 2477125
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
93
Wealthminder
score

William Pitt (CRD# 2477125) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 23 years of experience in the finance industry.

5
Damon A. White
CRD#: 4625892
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
93
Wealthminder
score

Damon White (CRD# 4625892) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 13 years of experience in the finance industry.

6
Kevin M. Lohr
CRD#: 6464716
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
88
Wealthminder
score

Kevin Lohr (CRD# 6464716) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 2 years of experience in the finance industry.

7
Ross J. Loomis
CRD#: 6321729
1776 Wilson Boulevard, Suite 310, Arlington, VA 22209
88
Wealthminder
score

Ross Loomis (CRD# 6321729) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.