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
Ross Loomis
Principal & Director of Research and Trading
JF
James Ferguson
Investment Manager
Profile Photo
Damon White
Chief Operating Officer and Co-Founder - Evermay Wealth Management
JE
John Edwards
Senior Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University