Evermay Wealth Management

  • Investment Bank/Securities Brokerage
  • Washington DC
  • 17 employees
  • Investment Management
Get Full Info

Company Overview

Headquarters
1776 Wilson Boulevard, Suite 310, Washington DC
Website
evermaywealth.com
Phone
(703) 822-5696
Employees
17
Founded in
2009
Industry
Investment Bank/Securities Brokerage
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Evermay Wealth Management

Evermay Wealth Management is a wealth management firm located in Washington, District of Columbia. The company employs 17 individuals. Evermay Wealth Management provides comprehensive financial planning services tailored to individual client needs. Their approach includes understanding clients' financial goals, risk tolerance, and personal circumstances. They also offer wealth counseling, guiding clients on how to effectively manage and utilize their wealth. Evermay Wealth Management differentiates itself through its personalized approach, focusing on building strong relationships with clients and understanding their unique financial needs and aspirations. Their commitment extends beyond simply increasing net worth, aiming to help clients achieve a "richer life" by addressing the broader implications of wealth on personal and familial well-being. Interested parties can learn more about Evermay Wealth Management's services and how they can assist in building a richer life by visiting their website at www.evermaywealth.com/.

Company Leadership

Ross Loomis

Director of Research and Trading

Phone Email

Evermay Wealth Management Industry Tags

Individuals and Families
Corporate Executives and Professionals
Entrepreneurs
Women
Life Events
Multiple Generations
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
View All Industry Tags

Companies Similar to Evermay Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Evermay Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
10M 14 Freiburg, CA 2010
10M 3 Saint Paul, MN
View More Companies

FAQ

What is the location of Evermay Wealth Management's headquarters?
The headquarters of Evermay Wealth Management are situated at 1776 Wilson Boulevard, Suite 310, Washington DC
What is Evermay Wealth Management's phone number?
Evermay Wealth Management's contact number is (703) 822-5696.
What is Evermay Wealth Management's official website?
The official website of Evermay Wealth Management can be found at evermaywealth.com.
What is Evermay Wealth Management's current revenue?
As of April 2024, Evermay Wealth Management's annual revenue reached $10B.
How many employees does Evermay Wealth Management currently have?
Evermay Wealth Management employs approximately 17+ people as of April 2024
Which industries is Evermay Wealth Management primarily operating in?
Evermay Wealth Management operates in the following industries: Investment Management
Who is the Director of Research and Trading of Evermay Wealth Management?
Evermay Wealth Management's Director of Research and Trading is Ross Loomis
What are Evermay Wealth Management's industry tags?
Evermay Wealth Management's industry tags include: Individuals and Families, Corporate Executives and Professionals, Entrepreneurs
When was Evermay Wealth Management founded?
Evermay Wealth Management was founded in 2009.

Employee Directory

Key Employees

William Pitt

President & Co-Founder

Phone Email

Damon White

Chief Operating Officer and Co-Founder

Phone Email

Mai Ramirez

Information Systems Manager

Phone Email