#United States #Arlington #Financial Planning #Evermay Wealth #Novotny Larash

Evermay Wealth Management Merges with NLVW

In a strategic move aimed at enhancing its service offerings, Evermay Wealth Management, LLC, a reputable fee-only fiduciary registered investment advisor, has announced its merger with Novotny, Larash, Venters & Wolf, LLC (NLVW), a full-service tax and business advisory firm based in Annapolis, Maryland. This integration symbolizes a significant expansion both in manpower and service capabilities for Evermay, aligning its comprehensive wealth management approach with NLVW's decades of tax and business advisory expertise.

Expanding Resources and Expertise

Founded in 1984, NLVW has cultivated a robust client base of approximately 1,000, specializing in the unique needs of business owners, entrepreneurs, and families. The merger effectively doubles Evermay's staff, which means a wealth of new knowledge and skillsets have been added to their existing offerings. Under the new arrangement, NLVW's tax division will operate as Evermay Tax LLC, and will be led by Brandon Wolf, CPA, CFP®. This dual expertise aims to deliver a cohesive and comprehensive financial strategy tailored to meet client needs.

William Pitt IV, President and Co-Founder of Evermay, expressed enthusiasm about the merger, stating, "This partnership advances our mission of helping families build richer lives. Adding full-service tax preparation and business advisory services to our offering allows us to deliver truly coordinated financial guidance. Our clients deserve to have their investments, tax strategy, and financial plans working together seamlessly."

Integrating Services for Enhanced Client Experience

The merger enables clients of NLVW to access an array of services previously exclusive to Evermay. This includes investment management, financial planning, tax planning, and even estate planning services. The objective is to provide an integrated financial service experience that emphasizes coordination between tax and investment strategies, paving the way for more effective decision-making for families and business owners alike.

Wolf added, "Joining forces with Evermay gives us the opportunity to expand what we offer our clients while maintaining the relationships and levels of service they trust. This isn’t about changing our identity, but enhancing our capabilities to serve better."

A Look into the Future

The combined knowledge and expertise of 25 professionals from NLVW will join Evermay's seasoned teams, with many continuing their work from the Annapolis office, while select individuals will transition to support clients from Evermay's Arlington headquarters. This seamless transition is expected to maintain high standards of client satisfaction, which both firms have established over their years of operation.

About Evermay Wealth Management

Established in 2009 by William Pitt IV and Damon White, Evermay Wealth Management focuses on providing extensive wealth management, investment management, financial planning, and estate planning services. Their client demographic includes families, women, corporate executives, attorneys, military leaders, and business owners throughout the Washington, D.C. area.

About NLVW

Founded by Joseph H. Novotny, CPA, who served 28 years as County Auditor for Anne Arundel County, Maryland, NLVW has established a notable reputation in tax preparation, accounting, and business advisory services. Their integration into Evermay is poised to enhance their offerings while preserving their established client relationships.

This merger signifies a transformative step forward for both firms and promises a more robust service lineup for clients looking for coordinated financial strategies in a rapidly evolving financial landscape.