$585MM AUM | $4.8MM GDC in Arlington, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Arlington, VA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$585,000,000.00
Gross Revenue
$4,850,000.00
# of Accounts
800
Avg Client Age
60
Overview

Evermay Wealth Management is a fee-only RIA headquartered in Arlington, Virginia. Evermay was born out of a shared vision to build an objective, client-centric, boutique firm focused on families. We take a holistic approach to wealth management with a well-constructed financial plan as a primary basis for our advice. We are seeking to grow our firm organically and via merger or acquisition when the right opportunity presents itself.

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