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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Evermay Wealth Management, LLC 4 years, 2 months Apr 2015 - Present
Savant Capital Management 2 years, 10 months Jun 2012 - Apr 2015
The Monitor Group 10 months Aug 2011 - Jun 2012
Edelman Financial Services LLC 1 year Aug 2010 - Aug 2011
Sanders Morris Harris Inc. 1 year Aug 2010 - Aug 2011
Securities Service Network 9 months Nov 2009 - Aug 2010
Adviceone 1 year, 1 month Jul 2009 - Aug 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Eric Schaefer

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How to protect my assets in the process of getting a divorce?
Rose, it is best you seek legal counsel from a licensed attorney in your state. Each state has different rules on the division of assets, especially when it comes to real estate. Considering the investment you have made in the home, hiring and attorney to protect it would be a reasonable and justifi...  (more)
Answered Jan 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 6, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      May 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Evermay Wealth Management, LLC

    Last updated on March 21, 2017
      • $427.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 817
        Accounts
      • $522.9K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees