Evermay Wealth Management, LLC
Evermay Wealth Management, LLC (CRD# 149230) is a financial advisory firm headquartered in Arlington, VA. They manage $1,062,573,454 in 1,695 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,063MILLION
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Total Number of Accounts1,695ACCOUNTS
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Average Account Value$626,887
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV
Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 37 years of experience in the finance industry.
Elizabeth Larson (CRD# 1796419) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 31 years of experience in the finance industry.
Kevin Lohr (CRD# 6464716) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 9 years of experience in the finance industry.
Ross Loomis (CRD# 6321729) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Virginia Beach, VA and has over 9 years of experience in the finance industry.
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.
William Pitt (CRD# 2477125) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 30 years of experience in the finance industry.
Eric Reigel (CRD# 6668258) 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 (CRD# 5736537) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 14 years of experience in the finance industry.
Mitchel Schlesinger (CRD# 2786730) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 27 years of experience in the finance industry.
Eliot Simon (CRD# 6624019) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.