Helping a wealth management company
leverage what makes it unique


Evermay is a wealth management firm that provides long-term financial partnerships, expert decision-making and financial peace of mind to their clients. Wealth management is a crowded marketplace full of competing firms, traditional banks, investment houses and a plethora of ‘boutique’ advisers, all trying to target a relatively small pool of people. LMO was challenged to differentiate Evermay Wealth Management by providing a refreshed, relevant brand and bringing it to life across several key communication channels.


After conducting competitive research and holding in-depth discovery sessions with key stakeholders, we uncovered insights which formed the basis for Evermay’s positioning. Evermay’s unique approach to their business is woven in their company DNA. They take pride in building relationships that are as much personal as they are professional, and consider clients to be an extension of their families.


LMO created a new brand platform for Evermay anchored by a powerful messaging signal: A Richer Life. This concept became the basis for a whole new communications strategy with a simple focus on client personal goals. With new positioning in place, LMO then created an authentic and distinctive brand identity representing Evermay’s mission, vision, and values. We brought the identity to life through engaging collateral, advertising executions, and a redesigned responsive website. It all adds up to a very special grand total: a brand that Evermay can be proud of.

LMO Advertising
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Arlington, VA 22209