Evermay Wealth Management, LLC

Evermay Wealth Management, LLC is an investment adviser firm based in Arlington, Virginia, established in December 2008. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various entities. Evermay provides both discretionary and non-discretionary investment management services, including financial planning and retirement plan consulting. The firm follows a fiduciary standard, acting in the best interests of clients and providing full disclosure of material facts and conflicts of interest. Clients have the ability to place restrictions on investments, and Evermay offers a team-centric approach to financial planning and investment management. The firm invests in a variety of instruments, including equities, bonds, mutual funds, private funds, and third-party managers. Evermay charges an asset-based annual fee for investment management services, with a tiered fee schedule based on account market value. The firm does not engage in performance-based fees or side-by-side management. Clients receive regular account reviews, and custody of client assets is held by qualified custodians. Evermay does not exercise proxy voting authority over client securities. The firm does not vote proxies on behalf of itself and does not disclose financial information as it meets specific criteria. Clients are encouraged to contact Evermay's Chief Compliance Officer for