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Evermay Wealth Management, LLC Employee Directory

Investment ManagementVirginia, United States11-50 Employees

Evermay Wealth Management, LLC is a mid-sized investment management firm based in Arlington, Virginia, serving clients with a comprehensive approach to wealth management. The firm emphasizes a holistic process that integrates financial planning with wealth counseling, considering liquidity needs, risk tolerance, and tax considerations while also addressing family dynamics. 

Its services target individuals and families seeking integrated guidance that combines financial strategy with life priorities. In 2024, Evermay expanded its platform through acquisitions, including Insight Wealth Management, and added leadership, reflecting growth in the investment-management field. The firm has been recognized as one of the top 50 fastest-growing RIAs in Financial Advisor Magazine's 2024 rankings, highlighting its expansion within the Washington, D.C. area.

Find Evermay Wealth Management, LLC employees' phone numbers or email addresses

Evermay Wealth Management, LLC Global Highlights

Location
Employees

North America
51

Minus sign iconPlus sign icon
  • United States Of America
    51

Evermay Wealth Management, LLC's Leadership

  • Stylized image of a person
    D. W.
    Chief Operating Officer And Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Compliance Analyst
    Phone icon
    Mobile Phone

Evermay Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from Evermay Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Chief Operating Officer And Co-Founder
    Phone icon
    Mobile Phone
    Jul 17, 2026
  • Stylized image of a person
    M. P.
    Compliance Analyst
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Evermay Wealth Management, LLC known for?

Minus sign iconPlus sign iconEvermay Wealth Management, LLC was founded in 2009 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-703-822-****
. Explore Evermay Wealth Management, LLC's company overview page for more information.

What is Evermay Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconEvermay Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evermay Wealth Management, LLC email formats with LeadIQ.

How many employees does Evermay Wealth Management, LLC have currently?

Minus sign iconPlus sign iconEvermay Wealth Management, LLC has approximately 42 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Evermay Wealth Management, LLC's key employees and leadership?

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As of July 2026, Evermay Wealth Management, LLC's key employees include:

  • Chief Operating Officer And Co-Founder: D. W.
  • Compliance Analyst: M. P.

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