Eric Josef Schaefer

Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Evermay Wealth Management, Llc
  Arlington, VA

Previous Registrations

• 2012-06-30 → 2015-04-24
  Savant Wealth Management
  Mclean, VA
  Rockford, IL
• 2010-08-20 → 2011-08-16
  Edelman Financial Services, Llc
  Fairfax, VA
  Alexandria, VA

Exams

• S66 Uniform Combined State Law Examination
  2010-03-06

Designations

• Certified Financial Planner