CoverProfile

Eric Schaefer

Senior Wealth Advisor & Principal

Evermay Wealth Management

United States, Virginia, Arlington

About Me

With a background in financial planning, Eric provides advice and guidance to Evermay’s clients. Prior to joining Evermay in 2015, Eric served as a financial planner and investment advisor for private wealth management firms in the Washington, D.C. and Hartford, Connecticut areas. He graduated from Virginia Tech in 2009 with a B.S. in Finance and is a Certified Financial Planner™ professional. Eric lives with his wife and daughters in Arlington, Virginia.

Profile Information

Senior Wealth Advisor & Principal

Evermay Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Arlington

Virginia

United States

Aug 13, 2025

Work Experience

Evermay Wealth Management, LLC

Senior Wealth Advisor & Principal
Apr 2015 - Present
Email: eschaefer@evermaywealth.com

More profiles to browse

Profile Photo
Mitchel (Mitch) Schlesinger
Chief Investment Strategist, Senior Portfolio Manager
Profile Photo
William Pitt
President & Co-Founder
JF
James Ferguson
Investment Manager
Profile Photo
Elizabeth Larson
Senior Wealth Advisor & Principal

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation