Evermay Wealth Management LLC

Evermay Wealth Management LLC is a financial planner in Arlington, VA. The firm provides comprehensive, fee-only financial planning and investment management to a diverse clientele, including families, military leaders, women, corporate executives, and attorneys. Their specialized services include estate planning, tax planning, retirement plan solutions, business advisory services, and government contracting (GovCon) services. The firm also offers highly integrated Family Office services designed to coordinate investment management, tax preparation, and estate planning into a single point of accountability.

The firm operates as a fee-only fiduciary, focusing on a personalized approach to help clients build a lasting legacy. For small to mid-size businesses, Evermay provides strategic guidance through a fractional CFO model, assisting with budgeting, cost optimization, and financial forecasting. Their GovCon expertise includes over 35 years of experience in the federal market, offering specialized support for contract management, DCAA compliance, and Unanet implementation. Through their business advisory and tax practices, they aim to help companies scale by managing complex accounting and operational needs.

Located on Fairfax Drive, the office is situated near the Central Library and a short walk from Quincy Park.

Evermay Wealth Management LLC is recognized for its commitment to excellence and its ability to provide well-documented, clear information to those seeking professional guidance. The firm stands as a dedicated partner for clients navigating complex financial landscapes.

By focusing on personalized solutions and deep expertise, Evermay Wealth Management LLC helps individuals and businesses achieve their financial goals in Arlington.